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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 | $21,136 | $54,757-61.4% | $90,300-76.6% | $72,983-71.0% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 14.39% | 30.63%-16.2pp | 78.11%-63.7pp | 81.01%-66.6pp |
| Employer contribution / active EE | $423 | $2,092-79.8% | $2,854-85.2% | $2,440-82.6% |
| Participant deferral / active EE | $1,323 | $2,887-54.2% | $3,884-65.9% | $3,608-63.3% |
| Admin fee / account holder | $174 | $3,972-95.6% | $5,353-96.7% | $5,124-96.6% |