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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 | $86,376 | $65,367+32.1% | $92,915-7.0% | $72,976+18.4% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 5.90% | 42.11%-36.2pp | 109.45%-103.5pp | 81.02%-75.1pp |
| Employer contribution / active EE | $702 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $3,614 | $3,128+15.5% | $4,238-14.7% | $3,608+0.2% |
| Admin fee / account holder | $108 | $4,251-97.5% | $5,796-98.1% | $5,124-97.9% |