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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 | $53,647 | $181,896-70.5% | $156,551-65.7% | $273,972-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.43% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $5,181 | $6,248-17.1% | $5,501-5.8% | $4,869+6.4% |
| Participant deferral / active EE | $3,575 | $5,550-35.6% | $4,871-26.6% | $5,287-32.4% |
| Admin fee / account holder | $54 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |