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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 | $78,500 | $127,387-38.4% | $115,038-31.8% | $125,389-37.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -6.25% | 31.28%-37.5pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $9,171 | $5,166+77.5% | $4,608+99.0% | $4,866+88.5% |
| Participant deferral / active EE | $7,813 | $6,423+21.6% | $6,026+29.6% | $5,352+46.0% |
| Admin fee / account holder | $174 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |