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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 | $91,545 | $111,785-18.1% | $93,669-2.3% | $145,877-37.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 6.92% | 203.79%-196.9pp | 133.59%-126.7pp | 551.28%-544.4pp |
| Employer contribution / active EE | $5,254 | $3,096+69.7% | $2,424+116.8% | $4,663+12.7% |
| Participant deferral / active EE | $3,477 | $4,919-29.3% | $4,416-21.3% | $6,691-48.0% |
| Admin fee / account holder | $36 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |