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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 | $128,595 | $98,760+30.2% | $149,715-14.1% | $79,858+61.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.66%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,615 | $3,217-18.7% | $4,645-43.7% | $2,471+5.8% |
| Participant deferral / active EE | $3,537 | $5,681-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $114 | $6,053-98.1% | $9,310-98.8% | $5,306-97.9% |