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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 | $166,131-66.3% | $164,975-66.0% | $145,877-61.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 8.26% | 100.37%-92.1pp | 70.12%-61.9pp | 551.28%-543.0pp |
| Employer contribution / active EE | $8,722 | $5,276+65.3% | $4,343+100.9% | $4,663+87.1% |
| Participant deferral / active EE | $9,071 | $6,962+30.3% | $6,033+50.4% | $6,691+35.6% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |