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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 | $106,888 | $217,432-50.8% | $185,849-42.5% | $167,536-36.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 7.92% | 148.42%-140.5pp | 122.10%-114.2pp | 478.82%-470.9pp |
| Employer contribution / active EE | $2,651 | $5,875-54.9% | $5,169-48.7% | $4,839-45.2% |
| Participant deferral / active EE | $3,270 | $6,357-48.6% | $5,569-41.3% | $6,342-48.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |