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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 | $30,775 | $118,877-74.1% | $96,570-68.1% | $167,536-81.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.61% | 50.50%-44.9pp | 37.79%-32.2pp | 478.82%-473.2pp |
| Employer contribution / active EE | $3,423 | $3,121+9.7% | $2,357+45.2% | $4,839-29.3% |
| Participant deferral / active EE | $8,713 | $4,617+88.7% | $3,849+126.3% | $6,342+37.4% |
| Admin fee / account holder | $144 | $8,069-98.2% | $6,182-97.7% | $12,315-98.8% |