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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 | $43,424 | $87,059-50.1% | $105,608-58.9% | $80,925-46.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.7%+28.5pp |
| Annual return | 8.22% | 17.05%-8.8pp | 116.50%-108.3pp | 35.65%-27.4pp |
| Employer contribution / active EE | $2,378 | $2,396-0.8% | $3,167-24.9% | $2,756-13.7% |
| Participant deferral / active EE | $3,281 | $3,986-17.7% | $5,010-34.5% | $4,299-23.7% |
| Admin fee / account holder | $150 | $8,443-98.2% | $11,028-98.6% | $6,940-97.8% |