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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 | $84,393 | $87,834-3.9% | $133,975-37.0% | $62,881+34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.89% | 12.05%-7.2pp | 29.29%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,104 | $3,482-10.9% | $5,211-40.4% | $2,281+36.1% |
| Participant deferral / active EE | $4,542 | $4,812-5.6% | $6,282-27.7% | $3,203+41.8% |
| Admin fee / account holder | $202 | $5,372-96.2% | $9,324-97.8% | $4,296-95.3% |