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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 | $49,207 | $85,766-42.6% | $136,297-63.9% | $70,131-29.8% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 13.02% | 31.45%-18.4pp | 5156.16%-5143.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,371 | $2,966-53.8% | $4,696-70.8% | $2,342-41.5% |
| Participant deferral / active EE | $3,889 | $5,051-23.0% | $6,247-37.8% | $3,332+16.7% |
| Admin fee / account holder | $244 | $5,420-95.5% | $9,244-97.4% | $4,645-94.7% |