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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 | $13,972 | $76,407-81.7% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 70.4% | 66.4%+4.0pp | 77.8%-7.4pp | 68.1%+2.3pp |
| Annual return | 5.70% | 39.99%-34.3pp | 62.79%-57.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $760 | $2,614-70.9% | $4,154-81.7% | $2,551-70.2% |
| Participant deferral / active EE | $2,390 | $3,214-25.7% | $5,453-56.2% | $4,139-42.3% |
| Admin fee / account holder | $261 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |