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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 | $62,452 | $115,814-46.1% | $101,275-38.3% | $158,982-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.92% | 56.16%-49.2pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $11,940 | $4,176+185.9% | $3,660+226.2% | $4,763+150.7% |
| Participant deferral / active EE | $6,976 | $4,958+40.7% | $4,371+59.6% | $5,983+16.6% |
| Admin fee / account holder | $208 | $7,249-97.1% | $5,948-96.5% | $11,252-98.2% |