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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 | $60,315 | $165,361-63.5% | $149,715-59.7% | $158,950-62.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 6.43% | 348.24%-341.8pp | 276.66%-270.2pp | 302.91%-296.5pp |
| Employer contribution / active EE | $2,885 | $5,103-43.5% | $4,645-37.9% | $4,762-39.4% |
| Participant deferral / active EE | $5,479 | $7,182-23.7% | $6,842-19.9% | $5,983-8.4% |
| Admin fee / account holder | $293 | $10,808-97.3% | $9,310-96.8% | $11,248-97.4% |