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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 | $205,575 | $226,105-9.1% | $182,540+12.6% | $152,897+34.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 6.31% | 192.58%-186.3pp | 148.58%-142.3pp | 345.43%-339.1pp |
| Employer contribution / active EE | $2,343 | $4,978-52.9% | $4,076-42.5% | $4,764-50.8% |
| Participant deferral / active EE | $2,910 | $6,370-54.3% | $5,525-47.3% | $5,851-50.3% |
| Admin fee / account holder | $17 | $10,706-99.8% | $8,593-99.8% | $11,599-99.9% |