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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 | $183,592-58.3% | $155,567-50.8% | $145,959-47.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.17% | 61.24%-54.1pp | 64.74%-57.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $4,915 | $5,315-7.5% | $4,674+5.1% | $4,661+5.4% |
| Participant deferral / active EE | $5,991 | $6,464-7.3% | $5,628+6.5% | $6,689-10.4% |
| Admin fee / account holder | $83 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |