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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 | $71,481 | $110,410-35.3% | $102,437-30.2% | $145,897-51.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.61% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $10,342 | $4,217+145.2% | $3,871+167.2% | $4,663+121.8% |
| Participant deferral / active EE | $6,438 | $5,622+14.5% | $5,060+27.2% | $6,689-3.8% |
| Admin fee / account holder | $292 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |