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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 | $143,204 | $157,304-9.0% | $141,197+1.4% | $152,909-6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.04% | 64.34%-51.3pp | 71.41%-58.4pp | 345.46%-332.4pp |
| Employer contribution / active EE | $1,679 | $5,263-68.1% | $4,736-64.5% | $4,764-64.7% |
| Participant deferral / active EE | $5,897 | $7,111-17.1% | $6,710-12.1% | $5,851+0.8% |
| Admin fee / account holder | $264 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |