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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 | $15,057 | $77,638-80.6% | $156,551-90.4% | $62,881-76.1% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 4.50% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $912 | $3,444-73.5% | $5,501-83.4% | $2,281-60.0% |
| Participant deferral / active EE | $2,200 | $3,046-27.8% | $4,871-54.8% | $3,203-31.3% |
| Admin fee / account holder | $294 | $5,561-94.7% | $13,028-97.7% | $4,296-93.2% |