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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 | $117,332 | $66,402+76.7% | $109,895+6.8% | $85,856+36.7% |
| Participation rate | 76.0% | 63.9%+12.1pp | 74.2%+1.8pp | 69.3%+6.7pp |
| Annual return | 8.31% | 19.59%-11.3pp | 29.46%-21.1pp | 318.58%-310.3pp |
| Employer contribution / active EE | $669 | $1,687-60.4% | $2,843-76.5% | $2,565-73.9% |
| Participant deferral / active EE | $3,084 | $2,842+8.5% | $4,049-23.8% | $3,952-22.0% |
| Admin fee / account holder | $231 | $4,557-94.9% | $6,067-96.2% | $6,261-96.3% |