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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 | $169,253 | $183,539-7.8% | $155,556+8.8% | $145,897+16.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 8.41% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,918 | $5,315-26.3% | $4,675-16.2% | $4,663-16.0% |
| Participant deferral / active EE | $3,256 | $6,467-49.6% | $5,631-42.2% | $6,689-51.3% |
| Admin fee / account holder | $205 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |