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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 | $87,973 | $106,008-17.0% | $92,240-4.6% | $147,586-40.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.21% | 50.05%-40.8pp | 176.29%-167.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,473 | $4,333-66.0% | $3,680-60.0% | $4,876-69.8% |
| Participant deferral / active EE | $5,278 | $4,478+17.9% | $3,897+35.4% | $5,439-2.9% |
| Admin fee / account holder | $78 | $6,333-98.8% | $5,194-98.5% | $10,886-99.3% |