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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 | $62,191 | $83,485-25.5% | $125,195-50.3% | $72,976-14.8% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 4.18% | 25.77%-21.6pp | 43.79%-39.6pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,666 | $2,346-29.0% | $3,866-56.9% | $2,440-31.7% |
| Participant deferral / active EE | $2,905 | $3,586-19.0% | $4,937-41.2% | $3,608-19.5% |
| Admin fee / account holder | $36 | $5,518-99.4% | $9,704-99.6% | $5,124-99.3% |