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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 | $58,757 | $181,896-67.7% | $156,551-62.5% | $273,972-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.26% | 30.74%-33.0pp | 32.23%-34.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $7,801 | $6,248+24.8% | $5,501+41.8% | $4,869+60.2% |
| Participant deferral / active EE | $8,126 | $5,550+46.4% | $4,871+66.8% | $5,287+53.7% |
| Admin fee / account holder | $251 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |