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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 | $41,309 | $185,141-77.7% | $153,416-73.1% | $155,188-73.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 4.43% | 18.72%-14.3pp | 17.84%-13.4pp | 148.84%-144.4pp |
| Employer contribution / active EE | $5,727 | $4,489+27.6% | $3,764+52.2% | $4,248+34.8% |
| Participant deferral / active EE | $3,106 | $5,477-43.3% | $4,723-34.2% | $6,531-52.4% |
| Admin fee / account holder | $253 | $16,005-98.4% | $13,095-98.1% | $14,480-98.3% |