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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 | $120,223 | $70,430+70.7% | $96,572+24.5% | $85,851+40.0% |
| Participation rate | 74.3% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 4.67% | 18.58%-13.9pp | 37.79%-33.1pp | 318.63%-314.0pp |
| Employer contribution / active EE | $315 | $1,413-77.7% | $2,357-86.6% | $2,565-87.7% |
| Participant deferral / active EE | $1,697 | $2,894-41.4% | $3,850-55.9% | $3,952-57.1% |
| Admin fee / account holder | $231 | $4,996-95.4% | $6,183-96.3% | $6,261-96.3% |