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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 | $36,989 | $75,541-51.0% | $152,093-75.7% | $82,637-55.2% |
| Participation rate | 78.6% | 66.5%+12.0pp | 77.8%+0.8pp | 68.1%+10.5pp |
| Annual return | 9.71% | 32.56%-22.8pp | 66.36%-56.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,581 | $2,622-39.7% | $4,175-62.1% | $2,552-38.0% |
| Participant deferral / active EE | $3,949 | $3,206+23.2% | $5,451-27.6% | $4,126-4.3% |
| Admin fee / account holder | $70 | $6,405-98.9% | $14,497-99.5% | $7,339-99.0% |