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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 | $66,110 | $89,259-25.9% | $107,187-38.3% | $82,637-20.0% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 12.20% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,658 | $3,080-13.7% | $3,782-29.7% | $2,552+4.2% |
| Participant deferral / active EE | $5,079 | $4,037+25.8% | $5,096-0.3% | $4,126+23.1% |
| Admin fee / account holder | $7 | $7,381-99.9% | $9,162-99.9% | $7,339-99.9% |