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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 | $33,187 | $62,672-47.0% | $185,117-82.1% | $70,124-52.7% |
| Participation rate | 70.4% | 63.8%+6.6pp | 77.3%-6.9pp | 69.5%+0.8pp |
| Annual return | 10.95% | 40.79%-29.8pp | 40.50%-29.5pp | 73.14%-62.2pp |
| Employer contribution / active EE | $337 | $1,753-80.8% | $4,182-91.9% | $2,342-85.6% |
| Participant deferral / active EE | $1,884 | $3,272-42.4% | $5,045-62.7% | $3,332-43.5% |
| Admin fee / account holder | $244 | $3,932-93.8% | $8,159-97.0% | $4,645-94.8% |