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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 | $67,631 | $211,224-68.0% | $178,505-62.1% | $145,897-53.6% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 7.09% | 30.28%-23.2pp | 27.16%-20.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $3,190 | $4,577-30.3% | $3,955-19.3% | $4,663-31.6% |
| Participant deferral / active EE | $1,502 | $6,966-78.4% | $6,280-76.1% | $6,689-77.5% |
| Admin fee / account holder | $295 | $12,109-97.6% | $10,428-97.2% | $13,390-97.8% |