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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 | $49,102 | $111,814-56.1% | $103,378-52.5% | $145,978-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.93% | 24.80%-17.9pp | 24.91%-18.0pp | 550.52%-543.6pp |
| Employer contribution / active EE | $3,761 | $4,215-10.8% | $3,870-2.8% | $4,662-19.3% |
| Participant deferral / active EE | $7,625 | $5,618+35.7% | $5,058+50.8% | $6,690+14.0% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |