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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 | $27,464 | $84,236-67.4% | $170,435-83.9% | $70,126-60.8% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 10.07% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,459 | $3,387-27.4% | $5,432-54.7% | $2,343+5.0% |
| Participant deferral / active EE | $1,366 | $3,086-55.7% | $4,939-72.3% | $3,332-59.0% |
| Admin fee / account holder | $188 | $5,698-96.7% | $13,881-98.6% | $4,645-96.0% |