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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 | $70,270 | $102,385-31.4% | $147,080-52.2% | $80,935-13.2% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 8.96% | 135.09%-126.1pp | 420.17%-411.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $3,401 | $3,717-8.5% | $4,933-31.1% | $2,757+23.4% |
| Participant deferral / active EE | $12,790 | $6,651+92.3% | $8,066+58.6% | $4,299+197.5% |
| Admin fee / account holder | $141 | $7,951-98.2% | $12,989-98.9% | $6,924-98.0% |