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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 | $139,964 | $208,088-32.7% | $186,193-24.8% | $154,746-9.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.72% | 89.97%-82.3pp | 78.03%-70.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $8,136 | $4,340+87.5% | $3,918+107.6% | $4,379+85.8% |
| Participant deferral / active EE | $3,136 | $7,078-55.7% | $6,513-51.9% | $6,730-53.4% |
| Admin fee / account holder | $159 | $11,698-98.6% | $11,058-98.6% | $14,365-98.9% |