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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 | $160,070-30.2% | $147,117-24.0% | $145,897-23.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 5.04% | 98.69%-93.6pp | 420.54%-415.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $15,854 | $5,285+200.0% | $4,932+221.4% | $4,663+240.0% |
| Participant deferral / active EE | $10,918 | $8,419+29.7% | $8,065+35.4% | $6,689+63.2% |
| Admin fee / account holder | $284 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |