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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 | $79,890 | $181,896-56.1% | $156,551-49.0% | $273,972-70.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 2.44% | 30.74%-28.3pp | 32.23%-29.8pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,996 | $6,248-68.1% | $5,501-63.7% | $4,869-59.0% |
| Participant deferral / active EE | $3,829 | $5,550-31.0% | $4,871-21.4% | $5,287-27.6% |
| Admin fee / account holder | $131 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |