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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 | $32,278 | $181,896-82.3% | $156,551-79.4% | $273,972-88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.29% | 30.74%-30.5pp | 32.23%-31.9pp | 41.46%-41.2pp |
| Employer contribution / active EE | $5,194 | $6,248-16.9% | $5,501-5.6% | $4,869+6.7% |
| Participant deferral / active EE | $7,392 | $5,550+33.2% | $4,871+51.7% | $5,287+39.8% |
| Admin fee / account holder | $176 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |