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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 | $35,891 | $77,472-53.7% | $100,392-64.2% | $80,935-55.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 9.47% | 37.26%-27.8pp | 49.45%-40.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $3,088 | $2,800+10.3% | $3,941-21.6% | $2,757+12.0% |
| Participant deferral / active EE | $6,422 | $6,818-5.8% | $8,090-20.6% | $4,299+49.4% |
| Admin fee / account holder | $223 | $5,885-96.2% | $7,904-97.2% | $6,924-96.8% |