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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 | $169,286 | $183,592-7.8% | $155,574+8.8% | $145,877+16.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.28% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,598 | $5,317-69.9% | $4,676-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $3,129 | $6,466-51.6% | $5,629-44.4% | $6,691-53.2% |
| Admin fee / account holder | $139 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |