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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 | $38,257 | $176,794-78.4% | $146,647-73.9% | $167,553-77.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.26% | 24.04%-16.8pp | 22.75%-15.5pp | 478.89%-471.6pp |
| Employer contribution / active EE | $2,795 | $5,161-45.8% | $4,137-32.4% | $4,840-42.2% |
| Participant deferral / active EE | $9,899 | $6,440+53.7% | $5,506+79.8% | $6,343+56.1% |
| Admin fee / account holder | $119 | $13,262-99.1% | $10,281-98.8% | $12,316-99.0% |