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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 | $74,972 | $105,856-29.2% | $90,161-16.8% | $147,586-49.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.73% | 37.63%-27.9pp | 34.89%-25.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,966 | $4,126-28.1% | $3,318-10.6% | $4,876-39.2% |
| Participant deferral / active EE | $7,660 | $5,733+33.6% | $5,287+44.9% | $5,439+40.8% |
| Admin fee / account holder | $10 | $8,046-99.9% | $5,943-99.8% | $10,886-99.9% |