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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 | $78,488 | $105,160-25.4% | $94,679-17.1% | $139,456-43.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 6.06% | 38.04%-32.0pp | 156.75%-150.7pp | 373.45%-367.4pp |
| Employer contribution / active EE | $8,183 | $4,107+99.3% | $3,673+122.8% | $4,753+72.2% |
| Participant deferral / active EE | $5,365 | $7,599-29.4% | $7,417-27.7% | $6,711-20.1% |
| Admin fee / account holder | $73 | $8,988-99.2% | $7,233-99.0% | $11,407-99.4% |