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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 | $125,094 | $160,040-21.8% | $147,096-15.0% | $145,877-14.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 7.52% | 98.49%-91.0pp | 419.75%-412.2pp | 551.28%-543.8pp |
| Employer contribution / active EE | $7,877 | $5,289+48.9% | $4,936+59.6% | $4,663+68.9% |
| Participant deferral / active EE | $7,283 | $8,429-13.6% | $8,071-9.8% | $6,691+8.8% |
| Admin fee / account holder | $181 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |