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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 | $136,835 | $152,619-10.3% | $125,195+9.3% | $152,909-10.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.88% | 54.85%-47.0pp | 43.79%-35.9pp | 345.46%-337.6pp |
| Employer contribution / active EE | $2,066 | $4,947-58.2% | $3,866-46.6% | $4,764-56.6% |
| Participant deferral / active EE | $11,892 | $5,869+102.6% | $4,937+140.8% | $5,851+103.2% |
| Admin fee / account holder | $2 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |