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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 | $127,144 | $165,399-23.1% | $149,745-15.1% | $158,982-20.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 6.03% | 348.34%-342.3pp | 276.72%-270.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $4,471 | $5,105-12.4% | $4,646-3.8% | $4,763-6.1% |
| Participant deferral / active EE | $6,601 | $7,183-8.1% | $6,843-3.5% | $5,983+10.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |