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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 | $73,910 | $160,028-53.8% | $147,080-49.7% | $145,884-49.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.94% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,270 | $5,286-57.1% | $4,933-54.0% | $4,662-51.3% |
| Participant deferral / active EE | $9,905 | $8,422+17.6% | $8,066+22.8% | $6,690+48.1% |
| Admin fee / account holder | $57 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |