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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 | $94,839 | $103,387-8.3% | $87,102+8.9% | $152,885-38.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.50% | 28.10%-23.6pp | 28.19%-23.7pp | 345.39%-340.9pp |
| Employer contribution / active EE | $6,392 | $3,221+98.5% | $2,521+153.5% | $4,763+34.2% |
| Participant deferral / active EE | $5,400 | $4,778+13.0% | $4,048+33.4% | $5,851-7.7% |
| Admin fee / account holder | -$11,053 | $12,193-190.6% | $7,491-247.6% | $11,598-195.3% |