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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 | $65,229 | $65,712-0.7% | $57,196+14.0% | $273,972-76.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.64% | 22.01%-21.4pp | 14.59%-14.0pp | 41.46%-40.8pp |
| Employer contribution / active EE | $2,348 | $3,280-28.4% | $2,683-12.5% | $4,869-51.8% |
| Participant deferral / active EE | $4,325 | $3,782+14.4% | $3,096+39.7% | $5,287-18.2% |
| Admin fee / account holder | $285 | $4,838-94.1% | $3,141-90.9% | $10,133-97.2% |