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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 | $95,109 | $76,551+24.2% | $123,894-23.2% | $62,881+51.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.53% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,896 | $2,882+35.2% | $4,617-15.6% | $2,281+70.8% |
| Participant deferral / active EE | $6,645 | $4,840+37.3% | $5,984+11.0% | $3,203+107.5% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |