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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 | $97,125-68.3% | $86,233-64.3% | $137,256-77.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 6.32% | 74.19%-67.9pp | 61.39%-55.1pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,372 | $2,841-16.5% | $2,504-5.3% | $4,156-42.9% |
| Participant deferral / active EE | $6,348 | $5,180+22.6% | $4,559+39.2% | $6,407-0.9% |
| Admin fee / account holder | $283 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |