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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 | $29,976 | $89,370-66.5% | $141,197-78.8% | $72,976-58.9% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 17.54% | 111.88%-94.3pp | 71.41%-53.9pp | 81.02%-63.5pp |
| Employer contribution / active EE | $1,045 | $3,115-66.4% | $4,736-77.9% | $2,440-57.2% |
| Participant deferral / active EE | $3,719 | $5,419-31.4% | $6,710-44.6% | $3,608+3.1% |
| Admin fee / account holder | $213 | $5,957-96.4% | $10,265-97.9% | $5,124-95.8% |