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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 | $85,559 | $77,416+10.5% | $69,464+23.2% | $152,897-44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.16% | 39.08%-33.9pp | 28.98%-23.8pp | 345.43%-340.3pp |
| Employer contribution / active EE | $2,767 | $3,315-16.5% | $2,779-0.4% | $4,764-41.9% |
| Participant deferral / active EE | $15,250 | $4,413+245.6% | $3,536+331.3% | $5,851+160.6% |
| Admin fee / account holder | $60 | $6,208-99.0% | $3,840-98.4% | $11,599-99.5% |