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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 | $94,082 | $166,242-43.4% | $165,071-43.0% | $145,884-35.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.63% | 100.44%-92.8pp | 70.17%-62.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,611 | $5,283-50.6% | $4,347-40.0% | $4,662-44.0% |
| Participant deferral / active EE | $8,673 | $6,964+24.5% | $6,035+43.7% | $6,690+29.6% |
| Admin fee / account holder | $10 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |