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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 | $84,970 | $88,672-4.2% | $105,223-19.2% | $82,448+3.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.02% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $20,040 | $3,048+557.5% | $3,689+443.3% | $2,551+685.6% |
| Participant deferral / active EE | $9,048 | $4,036+124.2% | $5,072+78.4% | $4,139+118.6% |
| Admin fee / account holder | $112 | $7,146-98.4% | $8,859-98.7% | $7,234-98.4% |