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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 | $42,008 | $81,233-48.3% | $155,567-73.0% | $80,874-48.1% |
| Participation rate | 78.0% | 66.2%+11.8pp | 78.2%-0.1pp | 67.6%+10.4pp |
| Annual return | 8.86% | 33.33%-24.5pp | 64.74%-55.9pp | 35.62%-26.8pp |
| Employer contribution / active EE | $4,841 | $3,101+56.1% | $4,674+3.6% | $2,756+75.7% |
| Participant deferral / active EE | $1,694 | $3,452-50.9% | $5,628-69.9% | $4,297-60.6% |
| Admin fee / account holder | $138 | $7,998-98.3% | $15,916-99.1% | $6,935-98.0% |