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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 | $80,729 | $165,399-51.2% | $149,745-46.1% | $158,982-49.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 5.31% | 348.34%-343.0pp | 276.72%-271.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $3,366 | $5,105-34.1% | $4,646-27.5% | $4,763-29.3% |
| Participant deferral / active EE | $8,036 | $7,183+11.9% | $6,843+17.4% | $5,983+34.3% |
| Admin fee / account holder | $94 | $10,811-99.1% | $9,312-99.0% | $11,252-99.2% |