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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 | $28,918 | $57,352-49.6% | $83,831-65.5% | $64,173-54.9% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -9.79% | 11.38%-21.2pp | 850.99%-860.8pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,048 | $2,546+19.8% | $3,631-16.0% | $2,381+28.0% |
| Participant deferral / active EE | $5,603 | $2,993+87.2% | $4,082+37.3% | $3,470+61.5% |
| Admin fee / account holder | $284 | $4,046-93.0% | $5,479-94.8% | $4,887-94.2% |