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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 | $126,508 | $159,978-20.9% | $147,041-14.0% | $145,978-13.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 98.36%-89.2pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $5,521 | $5,288+4.4% | $4,935+11.9% | $4,662+18.4% |
| Participant deferral / active EE | $15,952 | $8,429+89.3% | $8,071+97.6% | $6,690+138.5% |
| Admin fee / account holder | $288 | $15,053-98.1% | $13,006-97.8% | $13,400-97.9% |