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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 | $72,017 | $99,994-28.0% | $146,647-50.9% | $85,851-16.1% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.3pp |
| Annual return | 10.87% | 18.93%-8.1pp | 22.75%-11.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $952 | $2,559-62.8% | $4,137-77.0% | $2,565-62.9% |
| Participant deferral / active EE | $2,649 | $4,006-33.9% | $5,506-51.9% | $3,952-33.0% |
| Admin fee / account holder | $158 | $7,703-97.9% | $10,281-98.5% | $6,261-97.5% |