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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 | $114,467 | $157,276-27.2% | $141,177-18.9% | $152,885-25.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 12.96% | 64.33%-51.4pp | 71.40%-58.4pp | 345.39%-332.4pp |
| Employer contribution / active EE | $5,153 | $5,262-2.1% | $4,736+8.8% | $4,763+8.2% |
| Participant deferral / active EE | $15,647 | $7,110+120.1% | $6,710+133.2% | $5,851+167.4% |
| Admin fee / account holder | $142 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |