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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 | $59,299 | $91,198-35.0% | $178,503-66.8% | $79,856-25.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.94% | 24.20%-19.3pp | 151.12%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,925 | $3,257-10.2% | $5,011-41.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,665 | $3,237+13.2% | $5,202-29.6% | $3,741-2.0% |
| Admin fee / account holder | $295 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |