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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 | $100,391 | $183,516-45.3% | $155,534-35.5% | $145,884-31.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.37% | 61.43%-53.1pp | 64.92%-56.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,187 | $5,315-77.7% | $4,675-74.6% | $4,662-74.5% |
| Participant deferral / active EE | $1,866 | $6,467-71.1% | $5,630-66.9% | $6,690-72.1% |
| Admin fee / account holder | $38 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |