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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 | $38,969 | $90,486-56.9% | $78,676-50.5% | $273,972-85.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 0.84% | 75.62%-74.8pp | 62.19%-61.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,127 | $3,175-64.5% | $2,850-60.5% | $4,869-76.8% |
| Participant deferral / active EE | $2,587 | $3,901-33.7% | $3,517-26.4% | $5,287-51.1% |
| Admin fee / account holder | $113 | $5,263-97.9% | $4,510-97.5% | $10,133-98.9% |