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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 | $83,034 | $105,145-21.0% | $94,664-12.3% | $139,466-40.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.00% | 38.09%-29.1pp | 156.84%-147.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $3,415 | $4,107-16.9% | $3,673-7.0% | $4,754-28.2% |
| Participant deferral / active EE | $12,858 | $7,599+69.2% | $7,417+73.3% | $6,712+91.6% |
| Admin fee / account holder | $56 | $8,972-99.4% | $7,222-99.2% | $11,409-99.5% |