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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 | $20,652 | $52,279-60.5% | $89,400-76.9% | $79,858-74.1% |
| Participation rate | 88.5% | 57.5%+30.9pp | 68.0%+20.5pp | 69.6%+18.8pp |
| Annual return | 11.26% | 22.16%-10.9pp | 245.64%-234.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,836 | $1,572+16.8% | $2,586-29.0% | $2,471-25.7% |
| Participant deferral / active EE | $3,575 | $2,740+30.5% | $3,890-8.1% | $3,740-4.4% |
| Admin fee / account holder | $8 | $3,356-99.8% | $4,882-99.8% | $5,306-99.8% |