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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 | $146,584 | $171,867-14.7% | $149,721-2.1% | $147,586-0.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.52% | 2113.36%-2105.8pp | 1501.67%-1494.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $6,125 | $6,275-2.4% | $5,444+12.5% | $4,876+25.6% |
| Participant deferral / active EE | $7,371 | $7,270+1.4% | $6,568+12.2% | $5,439+35.5% |
| Admin fee / account holder | $118 | $13,799-99.1% | $11,282-99.0% | $10,886-98.9% |