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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 | $129,630 | $203,483-36.3% | $152,473-15.0% | $167,536-22.6% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 7.55% | 13.80%-6.2pp | 757.59%-750.0pp | 478.82%-471.3pp |
| Employer contribution / active EE | $1,246 | $5,219-76.1% | $4,326-71.2% | $4,839-74.2% |
| Participant deferral / active EE | $4,423 | $6,711-34.1% | $5,817-24.0% | $6,342-30.3% |
| Admin fee / account holder | $0 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |