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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 | $30,773 | $108,882-71.7% | $96,754-68.2% | $154,746-80.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 6.32% | 98.39%-92.1pp | 82.04%-75.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,372 | $3,018-21.4% | $2,679-11.5% | $4,379-45.8% |
| Participant deferral / active EE | $6,348 | $5,323+19.3% | $4,758+33.4% | $6,730-5.7% |
| Admin fee / account holder | $283 | $10,200-97.2% | $8,905-96.8% | $14,365-98.0% |