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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 | $31,675 | $57,541-45.0% | $95,740-66.9% | $75,173-57.9% |
| Participation rate | 81.8% | 62.5%+19.3pp | 72.3%+9.6pp | 67.2%+14.6pp |
| Annual return | 8.46% | 34.93%-26.5pp | 28.41%-20.0pp | 160.72%-152.3pp |
| Employer contribution / active EE | $2,786 | $1,808+54.1% | $2,836-1.8% | $2,671+4.3% |
| Participant deferral / active EE | $2,547 | $3,074-17.2% | $4,244-40.0% | $4,126-38.3% |
| Admin fee / account holder | $178 | $4,099-95.6% | $5,676-96.9% | $5,651-96.8% |