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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 | $56,431+54.4% | $130,788-33.4% | $87,485-0.4% |
| Participation rate | 96.2% | 58.9%+37.2pp | 70.1%+26.1pp | 68.9%+27.2pp |
| Annual return | 11.73% | 91.27%-79.5pp | 386.44%-374.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $3,313 | $1,549+113.9% | $3,558-6.9% | $2,596+27.6% |
| Participant deferral / active EE | $4,903 | $2,749+78.4% | $4,137+18.5% | $4,274+14.7% |
| Admin fee / account holder | $96 | $4,433-97.8% | $6,673-98.6% | $7,775-98.8% |