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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 | $73,702 | $69,977+5.3% | $108,582-32.1% | $62,881+17.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.14% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $6,733 | $2,135+215.4% | $3,758+79.2% | $2,281+195.2% |
| Participant deferral / active EE | $8,406 | $3,165+165.6% | $4,311+95.0% | $3,203+162.4% |
| Admin fee / account holder | $150 | $5,076-97.0% | $7,645-98.0% | $4,296-96.5% |