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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 | $58,234+13.1% | $81,783-19.4% | $80,874-18.5% |
| Participation rate | 82.4% | 63.4%+18.9pp | 72.4%+10.0pp | 67.6%+14.7pp |
| Annual return | 10.77% | 41.70%-30.9pp | 775.05%-764.3pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,766 | $2,341-24.6% | $2,913-39.4% | $2,756-35.9% |
| Participant deferral / active EE | $3,725 | $3,283+13.5% | $4,320-13.8% | $4,297-13.3% |
| Admin fee / account holder | $120 | $4,982-97.6% | $7,380-98.4% | $6,935-98.3% |