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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 | $20,067 | $107,941-81.4% | $91,994-78.2% | $152,909-86.9% |
| Participation rate | 86.4% | 81.2%+5.2pp | 78.6%+7.7pp | 82.5%+3.9pp |
| Annual return | 7.39% | 89.28%-81.9pp | 69.04%-61.6pp | 345.46%-338.1pp |
| Employer contribution / active EE | $10,881 | $4,212+158.4% | $3,453+215.1% | $4,764+128.4% |
| Participant deferral / active EE | $2,699 | $6,366-57.6% | $5,924-54.4% | $5,851-53.9% |
| Admin fee / account holder | $197 | $10,521-98.1% | $7,744-97.5% | $11,601-98.3% |