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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 | $62,553 | $84,236-25.7% | $170,435-63.3% | $70,126-10.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.92% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $5,821 | $3,387+71.8% | $5,432+7.1% | $2,343+148.5% |
| Participant deferral / active EE | $1,740 | $3,086-43.6% | $4,939-64.8% | $3,332-47.8% |
| Admin fee / account holder | $298 | $5,698-94.8% | $13,881-97.9% | $4,645-93.6% |