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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 | $60,136 | $77,638-22.5% | $156,551-61.6% | $62,881-4.4% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 1.74% | 50.33%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,482 | $3,444-27.9% | $5,501-54.9% | $2,281+8.8% |
| Participant deferral / active EE | $2,884 | $3,046-5.3% | $4,871-40.8% | $3,203-9.9% |
| Admin fee / account holder | $213 | $5,561-96.2% | $13,028-98.4% | $4,296-95.0% |