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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 | $43,265 | $153,769-71.9% | $133,975-67.7% | $273,972-84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.06% | 36.51%-35.5pp | 29.29%-28.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $4,838 | $6,029-19.8% | $5,211-7.2% | $4,869-0.6% |
| Participant deferral / active EE | $14,400 | $6,958+106.9% | $6,282+129.2% | $5,287+172.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |