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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 | $89,920 | $115,903-22.4% | $100,528-10.6% | $158,966-43.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.02% | 34.80%-30.8pp | 30.90%-26.9pp | 302.95%-298.9pp |
| Employer contribution / active EE | $7,265 | $4,105+77.0% | $3,419+112.5% | $4,762+52.5% |
| Participant deferral / active EE | $5,748 | $6,677-13.9% | $6,271-8.4% | $5,983-3.9% |
| Admin fee / account holder | $22 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |