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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 | $46,239 | $154,228-70.0% | $145,433-68.2% | $137,256-66.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.00% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,943 | $4,804-59.6% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $5,550 | $8,216-32.5% | $7,897-29.7% | $6,407-13.4% |
| Admin fee / account holder | $280 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |