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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 | $36,318 | $81,358-55.4% | $155,556-76.7% | $80,959-55.1% |
| Participation rate | 85.9% | 66.3%+19.6pp | 78.2%+7.7pp | 67.7%+18.2pp |
| Annual return | 6.65% | 33.39%-26.7pp | 64.84%-58.2pp | 35.67%-29.0pp |
| Employer contribution / active EE | $845 | $3,106-72.8% | $4,675-81.9% | $2,757-69.3% |
| Participant deferral / active EE | $2,004 | $3,455-42.0% | $5,631-64.4% | $4,300-53.4% |
| Admin fee / account holder | $169 | $7,994-97.9% | $15,885-98.9% | $6,925-97.6% |