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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 | $129,365 | $183,516-29.5% | $155,534-16.8% | $145,884-11.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.56% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,906 | $5,315-45.3% | $4,675-37.8% | $4,662-37.7% |
| Participant deferral / active EE | $3,491 | $6,467-46.0% | $5,630-38.0% | $6,690-47.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |