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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 | $107,353-66.6% | $92,903-61.5% | $152,885-76.6% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 4.27% | 145.62%-141.3pp | 109.43%-105.2pp | 345.39%-341.1pp |
| Employer contribution / active EE | $8,222 | $4,222+94.7% | $3,653+125.1% | $4,763+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 | $7,081-97.9% | $5,795-97.4% | $11,598-98.7% |