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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 | $66,382 | $53,774+23.4% | $134,162-50.5% | $79,852-16.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.45% | 19.01%-12.6pp | 36.35%-29.9pp | 31.72%-25.3pp |
| Employer contribution / active EE | $1,552 | $1,322+17.4% | $3,705-58.1% | $2,471-37.2% |
| Participant deferral / active EE | $3,327 | $2,420+37.5% | $3,500-4.9% | $3,740-11.0% |
| Admin fee / account holder | $55 | $3,985-98.6% | $6,685-99.2% | $5,306-99.0% |