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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 | $44,718 | $56,116-20.3% | $135,768-67.1% | $86,983-48.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 11.04% | 125.33%-114.3pp | 526.10%-515.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $2,362 | $1,528+54.6% | $3,394-30.4% | $2,584-8.6% |
| Participant deferral / active EE | $2,101 | $2,690-21.9% | $3,977-47.2% | $4,194-49.9% |
| Admin fee / account holder | $238 | $4,314-94.5% | $7,048-96.6% | $7,856-97.0% |