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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 | $82,887 | $113,338-26.9% | $94,993-12.7% | $147,586-43.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 2.18% | 20.80%-18.6pp | 27.14%-25.0pp | 578.59%-576.4pp |
| Employer contribution / active EE | $9,716 | $3,160+207.4% | $2,603+273.2% | $4,876+99.2% |
| Participant deferral / active EE | $5,589 | $3,777+48.0% | $3,317+68.5% | $5,439+2.8% |
| Admin fee / account holder | $110 | $6,063-98.2% | $4,960-97.8% | $10,886-99.0% |