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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 | $117,548 | $165,399-28.9% | $149,745-21.5% | $158,982-26.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.71% | 348.34%-341.6pp | 276.72%-270.0pp | 302.99%-296.3pp |
| Employer contribution / active EE | $3,239 | $5,105-36.5% | $4,646-30.3% | $4,763-32.0% |
| Participant deferral / active EE | $5,295 | $7,183-26.3% | $6,843-22.6% | $5,983-11.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |