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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 | $124,994 | $107,368+16.4% | $92,915+34.5% | $152,909-18.3% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 6.16% | 145.64%-139.5pp | 109.45%-103.3pp | 345.46%-339.3pp |
| Employer contribution / active EE | $8,472 | $4,222+100.7% | $3,653+131.9% | $4,764+77.8% |
| Participant deferral / active EE | $5,538 | $4,848+14.2% | $4,238+30.7% | $5,851-5.3% |
| Admin fee / account holder | $27 | $7,082-99.6% | $5,796-99.5% | $11,601-99.8% |