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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 | $18,191 | $49,255-63.1% | $70,494-74.2% | $79,856-77.2% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 69.6%+25.9pp |
| Annual return | 3.47% | 30.10%-26.6pp | 109.16%-105.7pp | 31.71%-28.2pp |
| Employer contribution / active EE | $704 | $2,100-66.5% | $2,738-74.3% | $2,471-71.5% |
| Participant deferral / active EE | $3,429 | $2,768+23.9% | $3,711-7.6% | $3,741-8.3% |
| Admin fee / account holder | $200 | $2,879-93.0% | $3,848-94.8% | $5,306-96.2% |