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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 | $84,672 | $98,240-13.8% | $82,312+2.9% | $147,586-42.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.05% | 30.85%-22.8pp | 25.88%-17.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $2,105 | $3,192-34.1% | $2,428-13.3% | $4,876-56.8% |
| Participant deferral / active EE | $4,942 | $4,383+12.7% | $3,706+33.3% | $5,439-9.1% |
| Admin fee / account holder | $57 | $8,563-99.3% | $5,608-99.0% | $10,886-99.5% |