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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 | $30,773 | $107,809-71.5% | $97,032-68.3% | $155,188-80.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 6.32% | 38.06%-31.7pp | 35.38%-29.1pp | 148.84%-142.5pp |
| Employer contribution / active EE | $2,372 | $2,911-18.5% | $2,629-9.8% | $4,248-44.2% |
| Participant deferral / active EE | $6,348 | $5,129+23.7% | $4,672+35.9% | $6,531-2.8% |
| Admin fee / account holder | $283 | $10,717-97.4% | $9,418-97.0% | $14,480-98.0% |