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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 | $22,478 | $91,179-75.3% | $178,499-87.4% | $79,852-71.8% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 7.49% | 24.19%-16.7pp | 151.10%-143.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $2,527 | $3,256-22.4% | $5,011-49.6% | $2,471+2.2% |
| Participant deferral / active EE | $2,219 | $3,236-31.4% | $5,202-57.3% | $3,740-40.7% |
| Admin fee / account holder | $181 | $6,749-97.3% | $13,986-98.7% | $5,306-96.6% |