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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 | $95,638 | $86,298+10.8% | $111,308-14.1% | $85,847+11.4% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 9.06% | 19.99%-10.9pp | 54.67%-45.6pp | 318.61%-309.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,448 | $3,641-32.8% | $4,487-45.4% | $3,952-38.1% |
| Admin fee / account holder | $219 | $8,189-97.3% | $7,965-97.2% | $6,261-96.5% |