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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 | $80,714 | $149,754-46.1% | $118,934-32.1% | $158,931-49.2% |
| Participation rate | 81.3% | 82.1%-0.8pp | 75.4%+5.9pp | 82.0%-0.7pp |
| Annual return | 4.93% | 19.95%-15.0pp | 35.88%-31.0pp | 302.86%-297.9pp |
| Employer contribution / active EE | $1,527 | $4,116-62.9% | $3,263-53.2% | $4,761-67.9% |
| Participant deferral / active EE | $3,165 | $5,224-39.4% | $4,265-25.8% | $5,982-47.1% |
| Admin fee / account holder | $122 | $8,603-98.6% | $6,580-98.1% | $11,247-98.9% |