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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 | $56,431-20.8% | $130,788-65.8% | $87,485-48.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.04% | 91.27%-80.2pp | 386.44%-375.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,362 | $1,549+52.5% | $3,558-33.6% | $2,596-9.0% |
| Participant deferral / active EE | $2,101 | $2,749-23.6% | $4,137-49.2% | $4,274-50.8% |
| Admin fee / account holder | $238 | $4,433-94.6% | $6,673-96.4% | $7,775-96.9% |