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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 | $73,520 | $57,352+28.2% | $83,831-12.3% | $64,173+14.6% |
| Participation rate | 74.1% | 68.6%+5.5pp | 76.1%-2.1pp | 69.6%+4.5pp |
| Annual return | -8.62% | 11.38%-20.0pp | 850.99%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,311 | $2,546-48.5% | $3,631-63.9% | $2,381-44.9% |
| Participant deferral / active EE | $2,830 | $2,993-5.5% | $4,082-30.7% | $3,470-18.4% |
| Admin fee / account holder | $176 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |