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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 | $52,237 | $54,541-4.2% | $78,778-33.7% | $70,126-25.5% |
| Participation rate | 96.5% | 60.8%+35.7pp | 69.2%+27.3pp | 69.5%+27.0pp |
| Annual return | 7.77% | 21.07%-13.3pp | 35.62%-27.8pp | 73.15%-65.4pp |
| Employer contribution / active EE | $1,406 | $1,089+29.1% | $1,986-29.2% | $2,343-40.0% |
| Participant deferral / active EE | $3,571 | $2,210+61.6% | $2,958+20.7% | $3,332+7.2% |
| Admin fee / account holder | $262 | $3,709-92.9% | $5,134-94.9% | $4,645-94.4% |