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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 | $45,694 | $58,828-22.3% | $78,002-41.4% | $62,881-27.3% |
| Participation rate | 96.7% | 71.1%+25.6pp | 75.5%+21.1pp | 69.3%+27.4pp |
| Annual return | 4.28% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,929 | $1,672+15.4% | $2,470-21.9% | $2,281-15.4% |
| Participant deferral / active EE | $4,127 | $2,686+53.7% | $3,497+18.0% | $3,203+28.8% |
| Admin fee / account holder | $213 | $4,393-95.1% | $5,481-96.1% | $4,296-95.0% |