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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 | $79,987 | $102,429-21.9% | $147,096-45.6% | $80,925-1.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.06% | 135.02%-124.0pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,080 | $3,716-44.0% | $4,936-57.9% | $2,756-24.5% |
| Participant deferral / active EE | $5,789 | $6,649-12.9% | $8,071-28.3% | $4,299+34.7% |
| Admin fee / account holder | $137 | $7,957-98.3% | $13,005-98.9% | $6,940-98.0% |