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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 | $89,483 | $100,033-10.5% | $149,716-40.2% | $70,124+27.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.81% | 27.43%-18.6pp | 1501.67%-1492.9pp | 73.14%-64.3pp |
| Employer contribution / active EE | $3,273 | $3,661-10.6% | $5,444-39.9% | $2,342+39.7% |
| Participant deferral / active EE | $4,998 | $4,982+0.3% | $6,568-23.9% | $3,332+50.0% |
| Admin fee / account holder | $183 | $8,285-97.8% | $11,282-98.4% | $4,645-96.1% |