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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 | $26,425 | $49,255-46.4% | $70,494-62.5% | $79,856-66.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.89% | 30.10%-25.2pp | 109.16%-104.3pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,594 | $2,100+23.5% | $2,738-5.3% | $2,471+5.0% |
| Participant deferral / active EE | $3,177 | $2,768+14.8% | $3,711-14.4% | $3,741-15.1% |
| Admin fee / account holder | $177 | $2,879-93.8% | $3,848-95.4% | $5,306-96.7% |