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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 | $130,215 | $157,276-17.2% | $141,177-7.8% | $152,885-14.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 8.26% | 64.33%-56.1pp | 71.40%-63.1pp | 345.39%-337.1pp |
| Employer contribution / active EE | $2,335 | $5,262-55.6% | $4,736-50.7% | $4,763-51.0% |
| Participant deferral / active EE | $7,130 | $7,110+0.3% | $6,710+6.3% | $5,851+21.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |