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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 | $174,931 | $202,342-13.5% | $172,752+1.3% | $152,897+14.4% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 9.50% | 1029.83%-1020.3pp | 802.97%-793.5pp | 345.43%-335.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,335 | $5,948+56.9% | $5,198+79.6% | $5,851+59.5% |
| Admin fee / account holder | $254 | $17,111-98.5% | $13,955-98.2% | $11,599-97.8% |