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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 | $161,180 | $175,257-8.0% | $149,717+7.7% | $139,456+15.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 10.53% | 166.70%-156.2pp | 134.41%-123.9pp | 373.45%-362.9pp |
| Employer contribution / active EE | $5,049 | $5,477-7.8% | $4,820+4.8% | $4,753+6.2% |
| Participant deferral / active EE | $11,781 | $6,521+80.7% | $5,682+107.3% | $6,711+75.5% |
| Admin fee / account holder | $10 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |