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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 | $58,387 | $115,796-49.6% | $101,264-42.3% | $158,950-63.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.67% | 56.15%-51.5pp | 46.48%-41.8pp | 302.91%-298.2pp |
| Employer contribution / active EE | $2,744 | $4,175-34.3% | $3,660-25.0% | $4,762-42.4% |
| Participant deferral / active EE | $5,127 | $4,958+3.4% | $4,370+17.3% | $5,983-14.3% |
| Admin fee / account holder | $79 | $7,247-98.9% | $5,947-98.7% | $11,248-99.3% |