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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 | $53,599 | $103,038-48.0% | $90,324-40.7% | $152,909-64.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.72% | 95.25%-88.5pp | 78.15%-71.4pp | 345.46%-338.7pp |
| Employer contribution / active EE | $15,881 | $3,141+405.7% | $2,856+456.1% | $4,764+233.4% |
| Participant deferral / active EE | $9,140 | $4,282+113.5% | $3,885+135.2% | $5,851+56.2% |
| Admin fee / account holder | $247 | $6,177-96.0% | $5,356-95.4% | $11,601-97.9% |