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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 | $103,249 | $65,434+57.8% | $98,483+4.8% | $85,847+20.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 9.51% | 21.75%-12.2pp | 1494.38%-1484.9pp | 318.61%-309.1pp |
| Employer contribution / active EE | $2,428 | $2,169+12.0% | $2,961-18.0% | $2,565-5.3% |
| Participant deferral / active EE | $4,935 | $3,168+55.8% | $4,276+15.4% | $3,952+24.9% |
| Admin fee / account holder | $185 | $4,595-96.0% | $5,953-96.9% | $6,261-97.0% |