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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 | $82,899 | $181,896-54.4% | $156,551-47.0% | $273,972-69.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.82% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $7,861 | $6,248+25.8% | $5,501+42.9% | $4,869+61.5% |
| Participant deferral / active EE | $4,632 | $5,550-16.5% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |