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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 | $77,965 | $85,171-8.5% | $172,752-54.9% | $72,975+6.8% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.7pp |
| Annual return | 10.00% | 27.32%-17.3pp | 802.97%-793.0pp | 81.01%-71.0pp |
| Employer contribution / active EE | $3,131 | $3,324-5.8% | $5,144-39.1% | $2,440+28.3% |
| Participant deferral / active EE | $4,355 | $3,260+33.6% | $5,198-16.2% | $3,608+20.7% |
| Admin fee / account holder | $257 | $5,880-95.6% | $13,955-98.2% | $5,124-95.0% |