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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 | $80,907 | $153,769-47.4% | $133,975-39.6% | $273,972-70.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 3.26% | 36.51%-33.3pp | 29.29%-26.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $4,931 | $6,029-18.2% | $5,211-5.4% | $4,869+1.3% |
| Participant deferral / active EE | $6,286 | $6,958-9.7% | $6,282+0.1% | $5,287+18.9% |
| Admin fee / account holder | $138 | $11,765-98.8% | $9,324-98.5% | $10,133-98.6% |