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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 | $64,359 | $176,105-63.5% | $159,474-59.6% | $167,536-61.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.38% | 331.91%-323.5pp | 263.68%-255.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $3,376 | $5,299-36.3% | $4,831-30.1% | $4,839-30.2% |
| Participant deferral / active EE | $8,864 | $7,751+14.4% | $7,353+20.5% | $6,342+39.8% |
| Admin fee / account holder | $3 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |