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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 | $66,569 | $135,956-51.0% | $123,894-46.3% | $273,972-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.69% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $4,591 | $5,170-11.2% | $4,617-0.6% | $4,869-5.7% |
| Participant deferral / active EE | $4,221 | $6,343-33.4% | $5,984-29.5% | $5,287-20.2% |
| Admin fee / account holder | $166 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |