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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 | $158,824 | $183,539-13.5% | $155,556+2.1% | $145,897+8.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 7.12% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $4,481 | $5,315-15.7% | $4,675-4.2% | $4,663-3.9% |
| Participant deferral / active EE | $9,826 | $6,467+51.9% | $5,631+74.5% | $6,689+46.9% |
| Admin fee / account holder | $86 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |