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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 | $67,314 | $106,247-36.6% | $96,515-30.3% | $139,466-51.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.69% | 38.47%-33.8pp | 35.73%-31.0pp | 373.66%-369.0pp |
| Employer contribution / active EE | $9,375 | $4,106+128.3% | $3,740+150.7% | $4,754+97.2% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $46 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |