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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 | $79,487 | $72,396+9.8% | $67,511+17.7% | $145,959-45.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 6.94% | 7194.07%-7187.1pp | 3517.41%-3510.5pp | 561.95%-555.0pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,192 | $4,781+71.3% | $4,000+104.8% | $6,689+22.5% |
| Admin fee / account holder | $289 | $5,538-94.8% | $3,999-92.8% | $13,398-97.8% |