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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 | $92,768 | $148,623-37.6% | $135,974-31.8% | $139,466-33.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 12.12% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $7,254 | $5,246+38.3% | $4,859+49.3% | $4,754+52.6% |
| Participant deferral / active EE | $5,020 | $8,103-38.0% | $7,760-35.3% | $6,712-25.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |