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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 | $29,414 | $215,361-86.3% | $171,082-82.8% | $273,972-89.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 0.03% | 25.14%-25.1pp | 32.56%-32.5pp | 41.46%-41.4pp |
| Employer contribution / active EE | $5,672 | $4,967+14.2% | $4,002+41.7% | $4,869+16.5% |
| Participant deferral / active EE | $5,959 | $5,543+7.5% | $4,797+24.2% | $5,287+12.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |