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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 | $31,037 | $78,707-60.6% | $117,861-73.7% | $70,126-55.7% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 10.93% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,491 | $2,223-32.9% | $3,786-60.6% | $2,343-36.4% |
| Participant deferral / active EE | $2,448 | $3,297-25.7% | $4,482-45.4% | $3,332-26.5% |
| Admin fee / account holder | $183 | $5,066-96.4% | $8,021-97.7% | $4,645-96.1% |