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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 | $77,492-53.7% | $100,398-64.3% | $80,911-55.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.47% | 37.23%-27.8pp | 49.32%-39.9pp | 35.63%-26.2pp |
| Employer contribution / active EE | $3,088 | $2,800+10.3% | $3,946-21.7% | $2,756+12.1% |
| Participant deferral / active EE | $6,422 | $6,817-5.8% | $8,084-20.6% | $4,297+49.4% |
| Admin fee / account holder | $223 | $5,892-96.2% | $7,893-97.2% | $6,935-96.8% |