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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 | $61,125-27.7% | $94,057-53.0% | $87,485-49.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.25% | 35.20%-22.9pp | 480.62%-468.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,801 | $2,136+31.1% | $2,933-4.5% | $2,596+7.9% |
| Participant deferral / active EE | $1,212 | $3,260-62.8% | $4,709-74.3% | $4,274-71.6% |
| Admin fee / account holder | $1 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |