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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 | $90,827 | $124,330-26.9% | $109,173-16.8% | $167,536-45.8% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 8.40% | 26.04%-17.6pp | 25.75%-17.4pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,576 | $4,209-62.6% | $3,723-57.7% | $4,839-67.4% |
| Participant deferral / active EE | $2,520 | $5,256-52.1% | $4,654-45.8% | $6,342-60.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |