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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 | $162,136-71.5% | $152,301-69.6% | $154,746-70.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.00% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,943 | $4,890-60.3% | $4,624-58.0% | $4,379-55.6% |
| Participant deferral / active EE | $5,550 | $8,341-33.5% | $8,004-30.7% | $6,730-17.5% |
| Admin fee / account holder | $280 | $15,759-98.2% | $14,398-98.1% | $14,365-98.1% |