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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 | $35,809 | $107,368-66.6% | $92,915-61.5% | $152,909-76.6% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 4.27% | 145.64%-141.4pp | 109.45%-105.2pp | 345.46%-341.2pp |
| Employer contribution / active EE | $8,222 | $4,222+94.7% | $3,653+125.0% | $4,764+72.6% |
| Participant deferral / active EE | $4,545 | $4,848-6.2% | $4,238+7.3% | $5,851-22.3% |
| Admin fee / account holder | $152 | $7,082-97.9% | $5,796-97.4% | $11,601-98.7% |