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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 | $30,358 | $89,364-66.0% | $141,177-78.5% | $72,983-58.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.80% | 111.86%-96.1pp | 71.40%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $2,095 | $3,115-32.8% | $4,736-55.8% | $2,440-14.2% |
| Participant deferral / active EE | $4,590 | $5,419-15.3% | $6,710-31.6% | $3,608+27.2% |
| Admin fee / account holder | $231 | $5,959-96.1% | $10,263-97.7% | $5,124-95.5% |