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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% | $155,574-50.8% | $145,877-47.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.17% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $4,915 | $5,317-7.6% | $4,676+5.1% | $4,663+5.4% |
| Participant deferral / active EE | $5,991 | $6,466-7.3% | $5,629+6.4% | $6,691-10.5% |
| Admin fee / account holder | $83 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |