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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 | $93,206 | $198,462-53.0% | $170,439-45.3% | $147,585-36.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 6.22% | 257.30%-251.1pp | 205.94%-199.7pp | 578.58%-572.4pp |
| Employer contribution / active EE | $1,725 | $6,184-72.1% | $5,433-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $2,632 | $5,629-53.2% | $4,939-46.7% | $5,439-51.6% |
| Admin fee / account holder | $79 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |