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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 | $51,616 | $106,923-51.7% | $84,023-38.6% | $152,909-66.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.79% | 105.02%-102.2pp | 71.32%-68.5pp | 345.46%-342.7pp |
| Employer contribution / active EE | $5,932 | $2,735+116.8% | $1,984+199.0% | $4,764+24.5% |
| Participant deferral / active EE | $6,204 | $4,013+54.6% | $3,239+91.5% | $5,851+6.0% |
| Admin fee / account holder | $94 | $8,289-98.9% | $6,102-98.5% | $11,601-99.2% |