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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 | $54,859 | $46,877+17.0% | $122,354-55.2% | $70,126-21.8% |
| Participation rate | 88.9% | 58.2%+30.7pp | 71.6%+17.2pp | 69.5%+19.3pp |
| Annual return | 12.78% | 24.22%-11.4pp | 30.28%-17.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,124 | $2,167+90.3% | $3,287+25.4% | $3,332+23.8% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |