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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 | $58,168 | $183,539-68.3% | $155,556-62.6% | $145,897-60.1% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 7.96% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $6,683 | $5,315+25.7% | $4,675+42.9% | $4,663+43.3% |
| Participant deferral / active EE | $4,360 | $6,467-32.6% | $5,631-22.6% | $6,689-34.8% |
| Admin fee / account holder | $296 | $19,275-98.5% | $15,885-98.1% | $13,390-97.8% |