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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 | $85,265 | $110,212-22.6% | $96,534-11.7% | $139,466-38.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 7.44% | 26.42%-19.0pp | 25.88%-18.4pp | 373.66%-366.2pp |
| Employer contribution / active EE | $1,795 | $3,620-50.4% | $2,965-39.5% | $4,754-62.2% |
| Participant deferral / active EE | $6,438 | $5,547+16.1% | $4,851+32.7% | $6,712-4.1% |
| Admin fee / account holder | $97 | $11,599-99.2% | $8,253-98.8% | $11,409-99.1% |