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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 | $21,952 | $65,367-66.4% | $92,915-76.4% | $72,976-69.9% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 12.14% | 42.11%-30.0pp | 109.45%-97.3pp | 81.02%-68.9pp |
| Employer contribution / active EE | $3,331 | $2,594+28.4% | $3,653-8.8% | $2,440+36.5% |
| Participant deferral / active EE | $3,461 | $3,128+10.6% | $4,238-18.3% | $3,608-4.1% |
| Admin fee / account holder | $245 | $4,251-94.2% | $5,796-95.8% | $5,124-95.2% |