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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 | $183,516-26.3% | $155,534-13.0% | $145,884-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.03% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $9,825 | $5,315+84.9% | $4,675+110.2% | $4,662+110.7% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $5,630-9.7% | $6,690-24.0% |
| Admin fee / account holder | $233 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |