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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 | $81,358-48.4% | $155,556-73.0% | $80,959-48.1% |
| Participation rate | 78.0% | 66.3%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 8.86% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $4,841 | $3,106+55.8% | $4,675+3.5% | $2,757+75.6% |
| Participant deferral / active EE | $1,694 | $3,455-51.0% | $5,631-69.9% | $4,300-60.6% |
| Admin fee / account holder | $138 | $7,994-98.3% | $15,885-99.1% | $6,925-98.0% |