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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 | $31,139 | $135,956-77.1% | $123,894-74.9% | $273,972-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.71% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $4,571 | $5,170-11.6% | $4,617-1.0% | $4,869-6.1% |
| Participant deferral / active EE | $6,762 | $6,343+6.6% | $5,984+13.0% | $5,287+27.9% |
| Admin fee / account holder | $180 | $9,817-98.2% | $8,357-97.8% | $10,133-98.2% |