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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 | $115,225-78.2% | $100,712-75.0% | $138,895-81.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 3.84% | 40.35%-36.5pp | 33.27%-29.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $2,199 | $2,771-20.6% | $2,313-4.9% | $4,194-47.6% |
| Participant deferral / active EE | $4,067 | $4,699-13.5% | $4,085-0.5% | $6,396-36.4% |
| Admin fee / account holder | $253 | $10,844-97.7% | $9,256-97.3% | $12,562-98.0% |