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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 | $83,674 | $111,878-25.2% | $93,727-10.7% | $145,897-42.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.74% | 204.28%-196.5pp | 133.83%-126.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,399 | $3,092-22.4% | $2,421-0.9% | $4,663-48.6% |
| Participant deferral / active EE | $4,977 | $4,920+1.1% | $4,417+12.7% | $6,689-25.6% |
| Admin fee / account holder | $287 | $10,256-97.2% | $8,292-96.5% | $13,390-97.9% |