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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 | $49,175 | $69,977-29.7% | $108,582-54.7% | $62,881-21.8% |
| Participation rate | 73.9% | 72.9%+1.0pp | 79.6%-5.7pp | 69.3%+4.6pp |
| Annual return | 3.98% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $492 | $2,135-76.9% | $3,758-86.9% | $2,281-78.4% |
| Participant deferral / active EE | $3,311 | $3,165+4.6% | $4,311-23.2% | $3,203+3.4% |
| Admin fee / account holder | $110 | $5,076-97.8% | $7,645-98.6% | $4,296-97.4% |