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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 | $31,897 | $102,429-68.9% | $147,096-78.3% | $80,925-60.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 11.75% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,377 | $3,716-36.0% | $4,936-51.9% | $2,756-13.8% |
| Participant deferral / active EE | $4,049 | $6,649-39.1% | $8,071-49.8% | $4,299-5.8% |
| Admin fee / account holder | $183 | $7,957-97.7% | $13,005-98.6% | $6,940-97.4% |