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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 | $48,982 | $175,257-72.1% | $149,717-67.3% | $139,456-64.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 8.23% | 166.70%-158.5pp | 134.41%-126.2pp | 373.45%-365.2pp |
| Employer contribution / active EE | $2,297 | $5,477-58.1% | $4,820-52.3% | $4,753-51.7% |
| Participant deferral / active EE | $6,826 | $6,521+4.7% | $5,682+20.1% | $6,711+1.7% |
| Admin fee / account holder | $149 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |