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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 | $46,820 | $53,127-11.9% | $86,587-45.9% | $70,131-33.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.28% | 27.66%-15.4pp | 964.86%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,963 | $2,068+43.3% | $2,839+4.4% | $2,342+26.5% |
| Participant deferral / active EE | $4,954 | $2,696+83.8% | $3,609+37.3% | $3,332+48.7% |
| Admin fee / account holder | $53 | $3,585-98.5% | $4,906-98.9% | $4,645-98.9% |