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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 | $129,737+9.3% | $119,126+19.0% | $154,746-8.4% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 8.07% | 379.08%-371.0pp | 282.11%-274.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,111 | $4,375-74.6% | $4,034-72.5% | $4,379-74.6% |
| Participant deferral / active EE | $2,668 | $5,842-54.3% | $5,318-49.8% | $6,730-60.4% |
| Admin fee / account holder | $289 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |