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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 | $58,205 | $52,353+11.2% | $120,225-51.6% | $82,448-29.4% |
| Participation rate | 81.3% | 58.3%+22.9pp | 69.6%+11.7pp | 68.1%+13.2pp |
| Annual return | 12.34% | 61.85%-49.5pp | 439.23%-426.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,413 | $1,510-6.4% | $3,475-59.3% | $2,551-44.6% |
| Participant deferral / active EE | $2,835 | $2,627+7.9% | $3,999-29.1% | $4,139-31.5% |
| Admin fee / account holder | $36 | $4,363-99.2% | $5,696-99.4% | $7,234-99.5% |