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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 | $119,468 | $211,239-43.4% | $178,528-33.1% | $145,877-18.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.61% | 30.22%-23.6pp | 27.11%-20.5pp | 551.28%-544.7pp |
| Employer contribution / active EE | $3,149 | $4,570-31.1% | $3,950-20.3% | $4,663-32.5% |
| Participant deferral / active EE | $3,149 | $6,963-54.8% | $6,278-49.9% | $6,691-52.9% |
| Admin fee / account holder | $90 | $12,095-99.3% | $10,419-99.1% | $13,402-99.3% |