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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 | $47,291 | $153,769-69.2% | $133,975-64.7% | $273,972-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.80% | 36.51%-35.7pp | 29.29%-28.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $6,312 | $6,029+4.7% | $5,211+21.1% | $4,869+29.6% |
| Participant deferral / active EE | $6,886 | $6,958-1.0% | $6,282+9.6% | $5,287+30.2% |
| Admin fee / account holder | $262 | $11,765-97.8% | $9,324-97.2% | $10,133-97.4% |