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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 | $211,239-68.0% | $178,528-62.1% | $145,877-53.6% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 7.09% | 30.22%-23.1pp | 27.11%-20.0pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,190 | $4,570-30.2% | $3,950-19.2% | $4,663-31.6% |
| Participant deferral / active EE | $1,502 | $6,963-78.4% | $6,278-76.1% | $6,691-77.5% |
| Admin fee / account holder | $295 | $12,095-97.6% | $10,419-97.2% | $13,402-97.8% |