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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 | $59,932 | $99,995-40.1% | $85,063-29.5% | $145,978-58.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.01% | 83.99%-77.0pp | 66.54%-59.5pp | 550.52%-543.5pp |
| Employer contribution / active EE | $3,090 | $3,231-4.4% | $2,727+13.3% | $4,662-33.7% |
| Participant deferral / active EE | $11,846 | $5,295+123.7% | $4,523+161.9% | $6,690+77.1% |
| Admin fee / account holder | $190 | $7,255-97.4% | $6,155-96.9% | $13,400-98.6% |