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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 | $60,504 | $72,071-16.1% | $68,368-11.5% | $137,256-55.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 10.04% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,609 | $2,788-6.4% | $2,649-1.5% | $4,156-37.2% |
| Participant deferral / active EE | $6,950 | $4,410+57.6% | $4,123+68.6% | $6,407+8.5% |
| Admin fee / account holder | $52 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |