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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 | $110,975 | $85,766+29.4% | $136,297-18.6% | $70,124+58.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.58% | 31.45%-17.9pp | 5156.19%-5142.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,724 | $2,966+25.5% | $4,696-20.7% | $2,342+59.0% |
| Participant deferral / active EE | $3,763 | $5,051-25.5% | $6,247-39.8% | $3,332+12.9% |
| Admin fee / account holder | $220 | $5,420-95.9% | $9,244-97.6% | $4,645-95.3% |