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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 | $51,462 | $153,769-66.5% | $133,975-61.6% | $273,972-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.07% | 36.51%-34.4pp | 29.29%-27.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $11,104 | $6,029+84.2% | $5,211+113.1% | $4,869+128.1% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $185 | $11,765-98.4% | $9,324-98.0% | $10,133-98.2% |