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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 | $53,334 | $93,598-43.0% | $135,974-60.8% | $75,173-29.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 10.90% | 30.89%-20.0pp | 68.30%-57.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $2,164 | $3,538-38.8% | $4,859-55.5% | $2,671-19.0% |
| Participant deferral / active EE | $4,688 | $6,405-26.8% | $7,760-39.6% | $4,126+13.6% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |