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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 | $22,614 | $76,550-70.5% | $123,894-81.7% | $62,881-64.0% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 3.53% | 18.67%-15.1pp | 47.52%-44.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $5,626 | $2,882+95.2% | $4,617+21.9% | $2,281+146.7% |
| Participant deferral / active EE | $2,177 | $4,840-55.0% | $5,984-63.6% | $3,203-32.0% |
| Admin fee / account holder | $227 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |