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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 | $76,795 | $93,055-17.5% | $153,741-50.0% | $80,959-5.1% |
| Participation rate | 72.9% | 69.0%+3.9pp | 77.1%-4.2pp | 67.7%+5.2pp |
| Annual return | 9.43% | 19.97%-10.5pp | 15.71%-6.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,117 | $3,504-68.1% | $5,042-77.8% | $2,757-59.5% |
| Participant deferral / active EE | $2,344 | $5,172-54.7% | $6,757-65.3% | $4,300-45.5% |
| Admin fee / account holder | $111 | $8,881-98.7% | $12,749-99.1% | $6,925-98.4% |