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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 | $35,607 | $181,896-80.4% | $156,551-77.3% | $273,972-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.56% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $8,796 | $6,248+40.8% | $5,501+59.9% | $4,869+80.7% |
| Participant deferral / active EE | $5,745 | $5,550+3.5% | $4,871+17.9% | $5,287+8.7% |
| Admin fee / account holder | $159 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |