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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 | $47,798 | $111,814-57.3% | $103,374-53.8% | $145,959-67.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 4.37% | 24.77%-20.4pp | 24.89%-20.5pp | 561.95%-557.6pp |
| Employer contribution / active EE | $2,256 | $4,214-46.5% | $3,869-41.7% | $4,661-51.6% |
| Participant deferral / active EE | $2,875 | $5,618-48.8% | $5,058-43.1% | $6,689-57.0% |
| Admin fee / account holder | $230 | $9,754-97.6% | $8,394-97.3% | $13,398-98.3% |