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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 | $28,334 | $54,541-48.1% | $78,778-64.0% | $70,126-59.6% |
| Participation rate | 83.0% | 60.8%+22.2pp | 69.2%+13.8pp | 69.5%+13.4pp |
| Annual return | 9.94% | 21.07%-11.1pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $2,656 | $1,089+144.0% | $1,986+33.8% | $2,343+13.4% |
| Participant deferral / active EE | $4,227 | $2,210+91.2% | $2,958+42.9% | $3,332+26.9% |
| Admin fee / account holder | $260 | $3,709-93.0% | $5,134-94.9% | $4,645-94.4% |