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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 | $31,545 | $76,367-58.7% | $93,614-66.3% | $72,983-56.8% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.5%+13.8pp |
| Annual return | 4.23% | 25.82%-21.6pp | 32.76%-28.5pp | 81.01%-76.8pp |
| Employer contribution / active EE | $768 | $2,275-66.2% | $2,718-71.7% | $2,440-68.5% |
| Participant deferral / active EE | $2,501 | $3,538-29.3% | $4,069-38.5% | $3,608-30.7% |
| Admin fee / account holder | $145 | $6,838-97.9% | $7,889-98.2% | $5,124-97.2% |