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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 | $24,645 | $56,134-56.1% | $96,192-74.4% | $85,851-71.3% |
| Participation rate | 88.9% | 56.7%+32.2pp | 68.4%+20.4pp | 69.3%+19.6pp |
| Annual return | 4.82% | 42.30%-37.5pp | 192.09%-187.3pp | 318.63%-313.8pp |
| Employer contribution / active EE | $1,874 | $1,620+15.7% | $2,799-33.1% | $2,565-26.9% |
| Participant deferral / active EE | $2,364 | $2,858-17.3% | $4,351-45.7% | $3,952-40.2% |
| Admin fee / account holder | $248 | $3,769-93.4% | $5,539-95.5% | $6,261-96.0% |