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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 | $28,278 | $46,877-39.7% | $122,354-76.9% | $70,126-59.7% |
| Participation rate | 71.7% | 58.2%+13.5pp | 71.6%+0.1pp | 69.5%+2.2pp |
| Annual return | 11.91% | 24.22%-12.3pp | 30.28%-18.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $704 | $1,288-45.3% | $4,051-82.6% | $2,343-69.9% |
| Participant deferral / active EE | $1,866 | $2,167-13.9% | $3,287-43.2% | $3,332-44.0% |
| Admin fee / account holder | $229 | $3,324-93.1% | $5,479-95.8% | $4,645-95.1% |