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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 | $134,029 | $165,399-19.0% | $149,745-10.5% | $158,982-15.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.99% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $2,256 | $5,105-55.8% | $4,646-51.4% | $4,763-52.6% |
| Participant deferral / active EE | $2,858 | $7,183-60.2% | $6,843-58.2% | $5,983-52.2% |
| Admin fee / account holder | $131 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |