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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 | $49,518 | $106,918-53.7% | $84,021-41.1% | $152,897-67.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.08% | 105.01%-97.9pp | 71.32%-64.2pp | 345.43%-338.3pp |
| Employer contribution / active EE | $10,884 | $2,735+297.9% | $1,984+448.6% | $4,764+128.5% |
| Participant deferral / active EE | $16,745 | $4,012+317.3% | $3,239+417.0% | $5,851+186.2% |
| Admin fee / account holder | $62 | $8,288-99.3% | $6,102-99.0% | $11,599-99.5% |