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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 | $98,442 | $52,279+88.3% | $89,435+10.1% | $79,856+23.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 1.57% | 22.16%-20.6pp | 245.55%-244.0pp | 31.71%-30.1pp |
| Employer contribution / active EE | $2,791 | $1,572+77.6% | $2,587+7.9% | $2,471+13.0% |
| Participant deferral / active EE | $6,115 | $2,740+123.2% | $3,890+57.2% | $3,741+63.5% |
| Admin fee / account holder | $66 | $3,356-98.0% | $4,884-98.6% | $5,306-98.7% |