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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 | $159,934-53.8% | $147,005-49.7% | $145,959-49.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.94% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,270 | $5,287-57.1% | $4,934-54.0% | $4,661-51.3% |
| Participant deferral / active EE | $9,905 | $8,427+17.5% | $8,070+22.7% | $6,689+48.1% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |