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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 | $34,222 | $107,941-68.3% | $91,994-62.8% | $152,897-77.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 8.69% | 89.28%-80.6pp | 69.04%-60.3pp | 345.43%-336.7pp |
| Employer contribution / active EE | $2,707 | $4,212-35.7% | $3,453-21.6% | $4,764-43.2% |
| Participant deferral / active EE | $8,101 | $6,366+27.3% | $5,924+36.7% | $5,851+38.4% |
| Admin fee / account holder | $5 | $10,521-100.0% | $7,744-99.9% | $11,599-100.0% |