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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 | $131,213 | $183,592-28.5% | $155,574-15.7% | $145,877-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.19% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $12,469 | $5,317+134.5% | $4,676+166.7% | $4,663+167.4% |
| Participant deferral / active EE | $7,914 | $6,466+22.4% | $5,629+40.6% | $6,691+18.3% |
| Admin fee / account holder | $258 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |