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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 | $111,814-36.1% | $103,378-30.9% | $145,978-51.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.61% | 24.80%-18.2pp | 24.91%-18.3pp | 550.52%-543.9pp |
| Employer contribution / active EE | $10,342 | $4,215+145.3% | $3,870+167.2% | $4,662+121.8% |
| Participant deferral / active EE | $6,438 | $5,618+14.6% | $5,058+27.3% | $6,690-3.8% |
| Admin fee / account holder | $292 | $9,764-97.0% | $8,401-96.5% | $13,400-97.8% |