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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 | $65,879 | $58,258+13.1% | $81,820-19.5% | $80,925-18.6% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 10.77% | 41.76%-31.0pp | 777.93%-767.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,766 | $2,345-24.7% | $2,915-39.4% | $2,756-35.9% |
| Participant deferral / active EE | $3,725 | $3,284+13.4% | $4,323-13.8% | $4,299-13.4% |
| Admin fee / account holder | $120 | $4,976-97.6% | $7,391-98.4% | $6,940-98.3% |