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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 | $87,132 | $52,353+66.4% | $120,225-27.5% | $82,448+5.7% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 11.73% | 61.85%-50.1pp | 439.23%-427.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,313 | $1,510+119.4% | $3,475-4.7% | $2,551+29.9% |
| Participant deferral / active EE | $4,903 | $2,627+86.7% | $3,999+22.6% | $4,139+18.5% |
| Admin fee / account holder | $96 | $4,363-97.8% | $5,696-98.3% | $7,234-98.7% |