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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 | $118,359 | $210,698-43.8% | $178,014-33.5% | $145,959-18.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 7.36% | 386.27%-378.9pp | 294.80%-287.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $15,713 | $4,567+244.0% | $3,950+297.8% | $4,661+237.1% |
| Participant deferral / active EE | $16,125 | $6,958+131.7% | $6,276+156.9% | $6,689+141.1% |
| Admin fee / account holder | $211 | $12,016-98.2% | $10,362-98.0% | $13,398-98.4% |