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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 | $82,254 | $155,555-47.1% | $146,866-44.0% | $155,188-47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.19% | 115.41%-111.2pp | 102.85%-98.7pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,227 | $4,647-52.1% | $4,425-49.7% | $4,248-47.6% |
| Participant deferral / active EE | $4,517 | $8,044-43.9% | $7,759-41.8% | $6,531-30.8% |
| Admin fee / account holder | $50 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |