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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 | $77,013 | $56,894+35.4% | $84,753-9.1% | $62,881+22.5% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | -0.28% | 6.30%-6.6pp | 22.78%-23.1pp | 20.14%-20.4pp |
| Employer contribution / active EE | $996 | $2,400-58.5% | $3,574-72.1% | $2,281-56.3% |
| Participant deferral / active EE | $4,534 | $2,709+67.3% | $3,712+22.1% | $3,203+41.5% |
| Admin fee / account holder | $285 | $3,581-92.0% | $5,333-94.7% | $4,296-93.4% |