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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 | $42,549 | $73,978-42.5% | $96,515-55.9% | $75,173-43.4% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 6.82% | 26.72%-19.9pp | 35.73%-28.9pp | 160.72%-153.9pp |
| Employer contribution / active EE | $2,010 | $2,931-31.4% | $3,740-46.3% | $2,671-24.7% |
| Participant deferral / active EE | $4,300 | $3,660+17.5% | $4,880-11.9% | $4,126+4.2% |
| Admin fee / account holder | $292 | $5,219-94.4% | $6,735-95.7% | $5,651-94.8% |