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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 | $125,024 | $157,296-20.5% | $141,191-11.5% | $152,897-18.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 6.86% | 64.34%-57.5pp | 71.41%-64.6pp | 345.43%-338.6pp |
| Employer contribution / active EE | $2,963 | $5,262-43.7% | $4,736-37.4% | $4,764-37.8% |
| Participant deferral / active EE | $4,665 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |