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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 | $141,803 | $111,535+27.1% | $105,223+34.8% | $137,256+3.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 8.07% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,111 | $3,939-71.8% | $3,689-69.9% | $4,156-73.3% |
| Participant deferral / active EE | $2,668 | $5,500-51.5% | $5,072-47.4% | $6,407-58.3% |
| Admin fee / account holder | $289 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |