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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 | $83,883 | $181,896-53.9% | $156,551-46.4% | $273,972-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.05% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $2,749 | $6,248-56.0% | $5,501-50.0% | $4,869-43.5% |
| Participant deferral / active EE | $9,963 | $5,550+79.5% | $4,871+104.5% | $5,287+88.4% |
| Admin fee / account holder | $23 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |