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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 | $119,050 | $209,422-43.2% | $178,503-33.3% | $158,982-25.1% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 5.56% | 188.81%-183.2pp | 151.12%-145.6pp | 302.99%-297.4pp |
| Employer contribution / active EE | $6,483 | $5,707+13.6% | $5,011+29.4% | $4,763+36.1% |
| Participant deferral / active EE | $4,765 | $5,955-20.0% | $5,202-8.4% | $5,983-20.4% |
| Admin fee / account holder | $78 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |