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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 | $85,129 | $58,493+45.5% | $84,021+1.3% | $72,975+16.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 11.85% | 28.93%-17.1pp | 71.32%-59.5pp | 81.01%-69.2pp |
| Employer contribution / active EE | $1,667 | $1,163+43.3% | $1,984-16.0% | $2,440-31.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $202 | $4,569-95.6% | $6,102-96.7% | $5,124-96.1% |