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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 | $141,091 | $160,040-11.8% | $147,096-4.1% | $145,877-3.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.31% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $4,249 | $5,289-19.7% | $4,936-13.9% | $4,663-8.9% |
| Participant deferral / active EE | $9,234 | $8,429+9.6% | $8,071+14.4% | $6,691+38.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |