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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 | $97,372 | $115,225-15.5% | $100,712-3.3% | $138,895-29.9% |
| Participation rate | 72.7% | 74.3%-1.6pp | 69.3%+3.5pp | 79.9%-7.2pp |
| Annual return | 4.88% | 40.35%-35.5pp | 33.27%-28.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $1,226 | $2,771-55.8% | $2,313-47.0% | $4,194-70.8% |
| Participant deferral / active EE | $1,732 | $4,699-63.1% | $4,085-57.6% | $6,396-72.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |