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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 | $111,791 | $160,040-30.1% | $147,096-24.0% | $145,877-23.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 5.04% | 98.49%-93.5pp | 419.75%-414.7pp | 551.28%-546.2pp |
| Employer contribution / active EE | $15,854 | $5,289+199.7% | $4,936+221.2% | $4,663+240.0% |
| Participant deferral / active EE | $10,918 | $8,429+29.5% | $8,071+35.3% | $6,691+63.2% |
| Admin fee / account holder | $284 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |