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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 | $107,072 | $157,296-31.9% | $141,191-24.2% | $152,897-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.38% | 64.34%-56.0pp | 71.41%-63.0pp | 345.43%-337.0pp |
| Employer contribution / active EE | $5,480 | $5,262+4.1% | $4,736+15.7% | $4,764+15.0% |
| Participant deferral / active EE | $14,774 | $7,111+107.8% | $6,710+120.2% | $5,851+152.5% |
| Admin fee / account holder | $262 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |