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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 | $107,571 | $88,707+21.3% | $74,184+45.0% | $273,972-60.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 1.72% | 11.94%-10.2pp | 17.74%-16.0pp | 41.46%-39.7pp |
| Employer contribution / active EE | $596 | $3,159-81.1% | $2,370-74.8% | $4,869-87.8% |
| Participant deferral / active EE | $1,482 | $4,212-64.8% | $3,550-58.3% | $5,287-72.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |