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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 | $129,462 | $106,247+21.8% | $96,515+34.1% | $139,466-7.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -5.75% | 38.47%-44.2pp | 35.73%-41.5pp | 373.66%-379.4pp |
| Employer contribution / active EE | $2,233 | $4,106-45.6% | $3,740-40.3% | $4,754-53.0% |
| Participant deferral / active EE | $10,703 | $5,456+96.2% | $4,880+119.3% | $6,712+59.5% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |