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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 | $50,316 | $56,054-10.2% | $171,082-70.6% | $62,881-20.0% |
| Participation rate | 93.1% | 62.9%+30.2pp | 76.7%+16.4pp | 69.3%+23.8pp |
| Annual return | 3.87% | 22.52%-18.6pp | 32.56%-28.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $404 | $1,731-76.7% | $4,002-89.9% | $2,281-82.3% |
| Participant deferral / active EE | $5,139 | $3,158+62.7% | $4,797+7.1% | $3,203+60.5% |
| Admin fee / account holder | $120 | $3,647-96.7% | $8,520-98.6% | $4,296-97.2% |