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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 | $42,374 | $103,008-58.9% | $90,304-53.1% | $152,897-72.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 6.62% | 95.22%-88.6pp | 78.13%-71.5pp | 345.43%-338.8pp |
| Employer contribution / active EE | $2,166 | $3,139-31.0% | $2,855-24.1% | $4,764-54.5% |
| Participant deferral / active EE | $5,686 | $4,281+32.8% | $3,885+46.4% | $5,851-2.8% |
| Admin fee / account holder | $183 | $6,175-97.0% | $5,354-96.6% | $11,599-98.4% |