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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 | $116,364 | $111,535+4.3% | $105,223+10.6% | $137,256-15.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.39% | 237.85%-231.5pp | 180.65%-174.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,006 | $3,939-49.1% | $3,689-45.6% | $4,156-51.7% |
| Participant deferral / active EE | $5,542 | $5,500+0.8% | $5,072+9.3% | $6,407-13.5% |
| Admin fee / account holder | $263 | $9,721-97.3% | $8,859-97.0% | $12,270-97.9% |