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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 | $67,976 | $181,896-62.6% | $156,551-56.6% | $273,972-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.64% | 30.74%-30.1pp | 32.23%-31.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $5,421 | $6,248-13.2% | $5,501-1.5% | $4,869+11.3% |
| Participant deferral / active EE | $2,459 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $96 | $15,560-99.4% | $13,028-99.3% | $10,133-99.0% |