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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 | $24,233 | $175,231-86.2% | $149,696-83.8% | $139,466-82.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 8.93% | 166.77%-157.8pp | 134.46%-125.5pp | 373.66%-364.7pp |
| Employer contribution / active EE | $4,897 | $5,478-10.6% | $4,821+1.6% | $4,754+3.0% |
| Participant deferral / active EE | $5,204 | $6,521-20.2% | $5,682-8.4% | $6,712-22.5% |
| Admin fee / account holder | $62 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |