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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 | $75,541-81.5% | $152,093-90.8% | $82,637-83.1% |
| Participation rate | 70.4% | 66.5%+3.8pp | 77.8%-7.4pp | 68.1%+2.3pp |
| Annual return | 5.70% | 32.56%-26.9pp | 66.36%-60.7pp | 53.51%-47.8pp |
| Employer contribution / active EE | $760 | $2,622-71.0% | $4,175-81.8% | $2,552-70.2% |
| Participant deferral / active EE | $2,390 | $3,206-25.5% | $5,451-56.2% | $4,126-42.1% |
| Admin fee / account holder | $261 | $6,405-95.9% | $14,497-98.2% | $7,339-96.4% |