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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 | $92,216 | $160,040-42.4% | $147,096-37.3% | $145,877-36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.91% | 98.49%-91.6pp | 419.75%-412.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $5,998 | $5,289+13.4% | $4,936+21.5% | $4,663+28.6% |
| Participant deferral / active EE | $25,500 | $8,429+202.5% | $8,071+215.9% | $6,691+281.1% |
| Admin fee / account holder | $174 | $15,050-98.8% | $13,005-98.7% | $13,402-98.7% |