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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 | $21,862 | $76,551-71.4% | $123,894-82.4% | $62,881-65.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.08% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,303 | $2,882+49.3% | $4,617-6.8% | $2,281+88.6% |
| Participant deferral / active EE | $3,929 | $4,840-18.8% | $5,984-34.3% | $3,203+22.7% |
| Admin fee / account holder | $147 | $4,826-96.9% | $8,357-98.2% | $4,296-96.6% |