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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 | $59,575 | $63,346-6.0% | $92,239-35.4% | $70,124-15.0% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 12.22% | 530.19%-518.0pp | 176.29%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,138 | $2,471-54.0% | $3,680-69.1% | $2,342-51.4% |
| Participant deferral / active EE | $2,990 | $2,854+4.8% | $3,897-23.3% | $3,332-10.2% |
| Admin fee / account holder | $168 | $3,841-95.6% | $5,194-96.8% | $4,645-96.4% |