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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 | $56,030 | $166,268-66.3% | $165,100-66.1% | $145,897-61.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 8.26% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.0pp |
| Employer contribution / active EE | $8,722 | $5,284+65.1% | $4,348+100.6% | $4,663+87.1% |
| Participant deferral / active EE | $9,071 | $6,964+30.3% | $6,035+50.3% | $6,689+35.6% |
| Admin fee / account holder | $13 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |