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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 | $28,308 | $96,508-70.7% | $75,901-62.7% | $152,897-81.5% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.5%+4.2pp |
| Annual return | 3.43% | 33.99%-30.6pp | 30.76%-27.3pp | 345.43%-342.0pp |
| Employer contribution / active EE | $1,820 | $3,310-45.0% | $2,501-27.2% | $4,764-61.8% |
| Participant deferral / active EE | $4,401 | $4,554-3.4% | $3,603+22.1% | $5,851-24.8% |
| Admin fee / account holder | $4 | $8,081-100.0% | $5,420-99.9% | $11,599-100.0% |