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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 | $76,613 | $183,539-58.3% | $155,556-50.7% | $145,897-47.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.17% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $4,915 | $5,315-7.5% | $4,675+5.1% | $4,663+5.4% |
| Participant deferral / active EE | $5,991 | $6,467-7.4% | $5,631+6.4% | $6,689-10.4% |
| Admin fee / account holder | $83 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |