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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 | $143,355 | $132,634+8.1% | $115,768+23.8% | $137,256+4.4% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 8.09% | 160.70%-152.6pp | 100.46%-92.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,614 | $3,360-52.0% | $2,940-45.1% | $4,156-61.2% |
| Participant deferral / active EE | $4,974 | $5,619-11.5% | $4,917+1.2% | $6,407-22.4% |
| Admin fee / account holder | $67 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |