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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 | $43,956 | $153,769-71.4% | $133,975-67.2% | $273,972-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.88% | 36.51%-35.6pp | 29.29%-28.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $6,593 | $6,029+9.4% | $5,211+26.5% | $4,869+35.4% |
| Participant deferral / active EE | $3,166 | $6,958-54.5% | $6,282-49.6% | $5,287-40.1% |
| Admin fee / account holder | $174 | $11,765-98.5% | $9,324-98.1% | $10,133-98.3% |