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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 | $160,070-21.9% | $147,117-15.0% | $145,897-14.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 7.52% | 98.69%-91.2pp | 420.54%-413.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $7,877 | $5,285+49.1% | $4,932+59.7% | $4,663+68.9% |
| Participant deferral / active EE | $7,283 | $8,419-13.5% | $8,065-9.7% | $6,689+8.9% |
| Admin fee / account holder | $181 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |