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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,110 | $132,634-23.0% | $115,768-11.8% | $137,256-25.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 5.04% | 160.70%-155.7pp | 100.46%-95.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $7,692 | $3,360+129.0% | $2,940+161.7% | $4,156+85.1% |
| Participant deferral / active EE | $3,748 | $5,619-33.3% | $4,917-23.8% | $6,407-41.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |