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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 | $92,509 | $84,236+9.8% | $170,435-45.7% | $70,126+31.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.78% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $1,885 | $3,387-44.3% | $5,432-65.3% | $2,343-19.5% |
| Participant deferral / active EE | $7,983 | $3,086+158.7% | $4,939+61.6% | $3,332+139.6% |
| Admin fee / account holder | $195 | $5,698-96.6% | $13,881-98.6% | $4,645-95.8% |