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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 | $67,016 | $96,524-30.6% | $75,900-11.7% | $152,909-56.2% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.5%+9.2pp |
| Annual return | 3.88% | 33.93%-30.1pp | 30.73%-26.8pp | 345.46%-341.6pp |
| Employer contribution / active EE | $1,920 | $3,311-42.0% | $2,501-23.2% | $4,764-59.7% |
| Participant deferral / active EE | $4,055 | $4,554-11.0% | $3,604+12.5% | $5,851-30.7% |
| Admin fee / account holder | $271 | $8,082-96.6% | $5,421-95.0% | $11,601-97.7% |