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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 | $141,017 | $98,766+42.8% | $149,730-5.8% | $79,852+76.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 8.46% | 27.43%-19.0pp | 276.70%-268.2pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,210 | $3,217-62.4% | $4,645-73.9% | $2,471-51.0% |
| Participant deferral / active EE | $11,911 | $5,681+109.7% | $6,843+74.1% | $3,740+218.4% |
| Admin fee / account holder | $298 | $6,052-95.1% | $9,310-96.8% | $5,306-94.4% |