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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 | $36,558 | $161,352-77.3% | $134,172-72.8% | $137,256-73.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 5.71% | 28.72%-23.0pp | 25.30%-19.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,535 | $4,099-62.5% | $3,420-55.1% | $4,156-63.1% |
| Participant deferral / active EE | $2,810 | $5,552-49.4% | $4,690-40.1% | $6,407-56.1% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |