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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 | $56,431+3.1% | $130,788-55.5% | $87,485-33.5% |
| Participation rate | 81.3% | 58.9%+22.3pp | 70.1%+11.1pp | 68.9%+12.3pp |
| Annual return | 12.34% | 91.27%-78.9pp | 386.44%-374.1pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,413 | $1,549-8.8% | $3,558-60.3% | $2,596-45.6% |
| Participant deferral / active EE | $2,835 | $2,749+3.1% | $4,137-31.5% | $4,274-33.7% |
| Admin fee / account holder | $36 | $4,433-99.2% | $6,673-99.5% | $7,775-99.5% |