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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 | $96,047 | $45,041+113.2% | $63,003+52.4% | $70,131+37.0% |
| Participation rate | 98.0% | 69.5%+28.5pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 3.84% | 18.76%-14.9pp | 87.59%-83.7pp | 73.14%-69.3pp |
| Employer contribution / active EE | $3,697 | $2,052+80.2% | $2,760+33.9% | $2,342+57.8% |
| Participant deferral / active EE | $6,502 | $2,465+163.7% | $3,329+95.3% | $3,332+95.1% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |