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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 | $42,907 | $73,978-42.0% | $96,515-55.5% | $75,173-42.9% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.5pp |
| Annual return | 10.04% | 26.72%-16.7pp | 35.73%-25.7pp | 160.72%-150.7pp |
| Employer contribution / active EE | $735 | $2,931-74.9% | $3,740-80.3% | $2,671-72.5% |
| Participant deferral / active EE | $3,558 | $3,660-2.8% | $4,880-27.1% | $4,126-13.8% |
| Admin fee / account holder | $11 | $5,219-99.8% | $6,735-99.8% | $5,651-99.8% |