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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 | $40,110 | $51,207-21.7% | $70,565-43.2% | $75,177-46.6% |
| Participation rate | 89.6% | 61.0%+28.6pp | 68.4%+21.2pp | 67.2%+22.4pp |
| Annual return | 5.69% | 30.05%-24.4pp | 32.79%-27.1pp | 160.75%-155.1pp |
| Employer contribution / active EE | $1,937 | $1,826+6.0% | $2,976-34.9% | $2,671-27.5% |
| Participant deferral / active EE | $3,248 | $2,850+14.0% | $4,568-28.9% | $4,126-21.3% |
| Admin fee / account holder | $0 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |