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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 | $83,677 | $103,000-18.8% | $90,300-7.3% | $152,885-45.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.54% | 95.19%-86.7pp | 78.11%-69.6pp | 345.39%-336.8pp |
| Employer contribution / active EE | $2,066 | $3,138-34.2% | $2,854-27.6% | $4,763-56.6% |
| Participant deferral / active EE | $9,306 | $4,281+117.4% | $3,884+139.6% | $5,851+59.1% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |