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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 | $43,719 | $154,159-71.6% | $130,026-66.4% | $139,456-68.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.91% | 32.50%-25.6pp | -137.26%+144.2pp | 373.45%-366.5pp |
| Employer contribution / active EE | $7,319 | $5,292+38.3% | $4,321+69.4% | $4,753+54.0% |
| Participant deferral / active EE | $6,081 | $6,710-9.4% | $5,821+4.5% | $6,711-9.4% |
| Admin fee / account holder | $138 | $14,001-99.0% | $10,608-98.7% | $11,407-98.8% |