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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 | $81,276-48.3% | $155,574-73.0% | $80,925-48.1% |
| Participation rate | 78.0% | 66.2%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 8.86% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $4,841 | $3,103+56.0% | $4,676+3.5% | $2,756+75.6% |
| Participant deferral / active EE | $1,694 | $3,453-51.0% | $5,629-69.9% | $4,299-60.6% |
| Admin fee / account holder | $138 | $7,993-98.3% | $15,914-99.1% | $6,940-98.0% |