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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 | $86,766 | $149,741-42.1% | $118,914-27.0% | $158,982-45.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.21% | 19.94%-15.7pp | 35.89%-31.7pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,114 | $4,119-48.7% | $3,264-35.2% | $4,763-55.6% |
| Participant deferral / active EE | $8,201 | $5,226+56.9% | $4,266+92.2% | $5,983+37.1% |
| Admin fee / account holder | $32 | $8,607-99.6% | $6,582-99.5% | $11,252-99.7% |