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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 | $105,395 | $202,342-47.9% | $172,752-39.0% | $152,897-31.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 11.38% | 1029.83%-1018.4pp | 802.97%-791.6pp | 345.43%-334.0pp |
| Employer contribution / active EE | $4,061 | $5,858-30.7% | $5,144-21.0% | $4,764-14.7% |
| Participant deferral / active EE | $3,681 | $5,948-38.1% | $5,198-29.2% | $5,851-37.1% |
| Admin fee / account holder | $201 | $17,111-98.8% | $13,955-98.6% | $11,599-98.3% |