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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 | $87,856 | $78,705+11.6% | $117,857-25.5% | $70,131+25.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.36% | 23.30%-12.9pp | 335.09%-324.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,711 | $2,223-23.0% | $3,786-54.8% | $2,342-27.0% |
| Participant deferral / active EE | $1,953 | $3,297-40.8% | $4,482-56.4% | $3,332-41.4% |
| Admin fee / account holder | $295 | $5,065-94.2% | $8,020-96.3% | $4,645-93.7% |