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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 | $41,903 | $104,251-59.8% | $91,004-54.0% | $147,586-71.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.18% | 27.06%-22.9pp | 4.60%-0.4pp | 578.59%-574.4pp |
| Employer contribution / active EE | $4,350 | $3,116+39.6% | $2,456+77.1% | $4,876-10.8% |
| Participant deferral / active EE | $4,073 | $4,195-2.9% | $3,548+14.8% | $5,439-25.1% |
| Admin fee / account holder | $110 | $8,948-98.8% | $5,417-98.0% | $10,886-99.0% |