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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 | $74,791 | $70,366+6.3% | $66,674+12.2% | $138,895-46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.14% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,703 | $2,765-38.4% | $2,620-35.0% | $4,194-59.4% |
| Participant deferral / active EE | $2,533 | $4,374-42.1% | $4,084-38.0% | $6,396-60.4% |
| Admin fee / account holder | $248 | $5,262-95.3% | $5,098-95.1% | $12,562-98.0% |