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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 | $118,485 | $132,099-10.3% | $115,599+2.5% | $138,895-14.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 6.91% | 176.76%-169.8pp | 111.10%-104.2pp | 145.39%-138.5pp |
| Employer contribution / active EE | $4,063 | $3,416+18.9% | $2,955+37.5% | $4,194-3.1% |
| Participant deferral / active EE | $9,393 | $5,617+67.2% | $4,889+92.1% | $6,396+46.9% |
| Admin fee / account holder | $256 | $15,650-98.4% | $12,841-98.0% | $12,562-98.0% |