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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 | $135,260 | $183,592-26.3% | $155,574-13.1% | $145,877-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.03% | 61.37%-54.3pp | 64.87%-57.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $9,825 | $5,317+84.8% | $4,676+110.1% | $4,663+110.7% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $233 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |