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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 | $39,346 | $160,040-75.4% | $147,096-73.3% | $145,877-73.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.47% | 98.49%-92.0pp | 419.75%-413.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $11,337 | $5,289+114.3% | $4,936+129.7% | $4,663+143.1% |
| Participant deferral / active EE | $2,998 | $8,429-64.4% | $8,071-62.9% | $6,691-55.2% |
| Admin fee / account holder | $142 | $15,050-99.1% | $13,005-98.9% | $13,402-98.9% |