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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 | $56,427 | $110,410-48.9% | $102,437-44.9% | $145,897-61.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 6.25% | 24.85%-18.6pp | 24.95%-18.7pp | 552.29%-546.0pp |
| Employer contribution / active EE | $8,080 | $4,217+91.6% | $3,871+108.7% | $4,663+73.3% |
| Participant deferral / active EE | $4,704 | $5,622-16.3% | $5,060-7.0% | $6,689-29.7% |
| Admin fee / account holder | $29 | $9,745-99.7% | $8,388-99.7% | $13,390-99.8% |