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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 | $107,334 | $116,190-7.6% | $93,614+14.7% | $152,885-29.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.71% | 35.96%-32.3pp | 32.76%-29.1pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,703 | $3,219-47.1% | $2,718-37.4% | $4,763-64.3% |
| Participant deferral / active EE | $4,985 | $4,604+8.3% | $4,069+22.5% | $5,851-14.8% |
| Admin fee / account holder | $48 | $10,749-99.6% | $7,889-99.4% | $11,598-99.6% |