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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 | $34,083 | $89,367-61.9% | $141,191-75.9% | $72,975-53.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 18.28% | 111.87%-93.6pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,343 | $3,115-24.8% | $4,736-50.5% | $2,440-4.0% |
| Participant deferral / active EE | $5,916 | $5,419+9.2% | $6,710-11.8% | $3,608+64.0% |
| Admin fee / account holder | $278 | $5,957-95.3% | $10,264-97.3% | $5,124-94.6% |