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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 | $151,173 | $111,535+35.5% | $105,223+43.7% | $137,256+10.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 5.06% | 237.85%-232.8pp | 180.65%-175.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,249 | $3,939-68.3% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $15,608 | $5,500+183.8% | $5,072+207.7% | $6,407+143.6% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |