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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 | $164,404 | $209,847-21.7% | $189,520-13.3% | $167,518-1.9% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 7.05% | 748.45%-741.4pp | 555.25%-548.2pp | 478.71%-471.7pp |
| Employer contribution / active EE | $4,163 | $6,913-39.8% | $6,161-32.4% | $4,838-14.0% |
| Participant deferral / active EE | $8,821 | $8,934-1.3% | $8,220+7.3% | $6,342+39.1% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |