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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 | $77,523-53.7% | $100,383-64.2% | $80,874-55.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.47% | 37.21%-27.7pp | 49.26%-39.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $3,088 | $2,801+10.2% | $3,944-21.7% | $2,756+12.1% |
| Participant deferral / active EE | $6,422 | $6,822-5.9% | $8,086-20.6% | $4,297+49.5% |
| Admin fee / account holder | $223 | $5,899-96.2% | $7,900-97.2% | $6,935-96.8% |