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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 | $61,608 | $215,361-71.4% | $171,082-64.0% | $273,972-77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.13% | 25.14%-25.3pp | 32.56%-32.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $11,361 | $4,967+128.7% | $4,002+183.9% | $4,869+133.3% |
| Participant deferral / active EE | $16,487 | $5,543+197.4% | $4,797+243.7% | $5,287+211.8% |
| Admin fee / account holder | $60 | $10,846-99.4% | $8,520-99.3% | $10,133-99.4% |