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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 | $183,592-68.3% | $155,574-62.6% | $145,877-60.1% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 7.96% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $6,683 | $5,317+25.7% | $4,676+42.9% | $4,663+43.3% |
| Participant deferral / active EE | $4,360 | $6,466-32.6% | $5,629-22.5% | $6,691-34.8% |
| Admin fee / account holder | $296 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |