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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 | $78,167 | $177,595-56.0% | $148,496-47.4% | $198,609-60.6% |
| Participation rate | 83.3% | 79.3%+4.1pp | 76.0%+7.3pp | 82.4%+1.0pp |
| Annual return | 1.54% | 9.97%-8.4pp | 12.33%-10.8pp | 202.70%-201.2pp |
| Employer contribution / active EE | $2,372 | $4,098-42.1% | $3,497-32.2% | $5,055-53.1% |
| Participant deferral / active EE | $4,635 | $5,539-16.3% | $4,808-3.6% | $6,977-33.6% |
| Admin fee / account holder | $21 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |