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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 | $92,112 | $115,814-20.5% | $101,275-9.0% | $158,982-42.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.27% | 56.16%-48.9pp | 46.48%-39.2pp | 302.99%-295.7pp |
| Employer contribution / active EE | $3,450 | $4,176-17.4% | $3,660-5.7% | $4,763-27.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $204 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |