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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 | $25,152 | $112,729-77.7% | $98,716-74.5% | $137,256-81.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 3.84% | 38.48%-34.6pp | 31.81%-28.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $2,199 | $2,725-19.3% | $2,279-3.5% | $4,156-47.1% |
| Participant deferral / active EE | $4,067 | $4,640-12.4% | $4,048+0.5% | $6,407-36.5% |
| Admin fee / account holder | $253 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |