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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 | $37,275 | $135,956-72.6% | $123,894-69.9% | $273,972-86.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.00% | 56.63%-53.6pp | 47.52%-44.5pp | 41.46%-38.5pp |
| Employer contribution / active EE | $7,901 | $5,170+52.8% | $4,617+71.1% | $4,869+62.3% |
| Participant deferral / active EE | $5,334 | $6,343-15.9% | $5,984-10.9% | $5,287+0.9% |
| Admin fee / account holder | $102 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |