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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 | $59,789 | $125,237-52.3% | $105,608-43.4% | $145,877-59.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.03% | 225.76%-217.7pp | 116.50%-108.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,542 | $3,720-31.7% | $3,167-19.7% | $4,663-45.5% |
| Participant deferral / active EE | $8,000 | $5,711+40.1% | $5,010+59.7% | $6,691+19.6% |
| Admin fee / account holder | $145 | $17,287-99.2% | $11,028-98.7% | $13,402-98.9% |