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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 | $150,979 | $152,612-1.1% | $125,192+20.6% | $152,897-1.3% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 4.33% | 54.85%-50.5pp | 43.79%-39.5pp | 345.43%-341.1pp |
| Employer contribution / active EE | $10,436 | $4,947+110.9% | $3,866+169.9% | $4,764+119.1% |
| Participant deferral / active EE | $3,977 | $5,868-32.2% | $4,937-19.5% | $5,851-32.0% |
| Admin fee / account holder | $98 | $13,437-99.3% | $9,704-99.0% | $11,599-99.2% |