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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 | $98,128 | $155,833-37.0% | $124,693-21.3% | $167,536-41.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 4.01% | 17.98%-14.0pp | 5144.19%-5140.2pp | 478.82%-474.8pp |
| Employer contribution / active EE | $2,040 | $4,164-51.0% | $3,324-38.6% | $4,839-57.8% |
| Participant deferral / active EE | $5,845 | $5,675+3.0% | $4,615+26.7% | $6,342-7.8% |
| Admin fee / account holder | $76 | $9,534-99.2% | $7,494-99.0% | $12,315-99.4% |