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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 | $79,850 | $103,000-22.5% | $90,300-11.6% | $152,885-47.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.13% | 95.19%-93.1pp | 78.11%-76.0pp | 345.39%-343.3pp |
| Employer contribution / active EE | $7,222 | $3,138+130.1% | $2,854+153.0% | $4,763+51.6% |
| Participant deferral / active EE | $4,222 | $4,281-1.4% | $3,884+8.7% | $5,851-27.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |