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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 | $58,275+13.0% | $81,844-19.5% | $80,935-18.6% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 10.77% | 41.82%-31.0pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,766 | $2,346-24.7% | $2,916-39.5% | $2,757-35.9% |
| Participant deferral / active EE | $3,725 | $3,285+13.4% | $4,323-13.8% | $4,299-13.4% |
| Admin fee / account holder | $120 | $4,749-97.5% | $7,355-98.4% | $6,924-98.3% |