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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 | $44,196 | $51,638-14.4% | $68,368-35.4% | $82,448-46.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.25% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,801 | $2,047+36.9% | $2,649+5.8% | $2,551+9.8% |
| Participant deferral / active EE | $1,212 | $2,914-58.4% | $4,123-70.6% | $4,139-70.7% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |