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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 | $53,627 | $76,407-29.8% | $150,298-64.3% | $82,448-35.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.32% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $952 | $2,614-63.6% | $4,154-77.1% | $2,551-62.7% |
| Participant deferral / active EE | $2,126 | $3,214-33.9% | $5,453-61.0% | $4,139-48.6% |
| Admin fee / account holder | $152 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |