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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 | $82,371 | $103,000-20.0% | $90,300-8.8% | $152,885-46.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.33% | 95.19%-90.9pp | 78.11%-73.8pp | 345.39%-341.1pp |
| Employer contribution / active EE | $5,604 | $3,138+78.6% | $2,854+96.3% | $4,763+17.7% |
| Participant deferral / active EE | $7,268 | $4,281+69.8% | $3,884+87.1% | $5,851+24.2% |
| Admin fee / account holder | $173 | $6,173-97.2% | $5,353-96.8% | $11,598-98.5% |