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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 | $92,147 | $129,737-29.0% | $119,126-22.6% | $154,746-40.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 3.41% | 379.08%-375.7pp | 282.11%-278.7pp | 172.34%-168.9pp |
| Employer contribution / active EE | $9,312 | $4,375+112.8% | $4,034+130.9% | $4,379+112.6% |
| Participant deferral / active EE | $11,750 | $5,842+101.1% | $5,318+121.0% | $6,730+74.6% |
| Admin fee / account holder | $220 | $11,961-98.2% | $10,693-97.9% | $14,365-98.5% |