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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 | $66,782 | $124,425-46.3% | $112,040-40.4% | $137,256-51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.86% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $8,327 | $3,411+144.1% | $2,954+181.9% | $4,156+100.4% |
| Participant deferral / active EE | $2,499 | $5,718-56.3% | $5,098-51.0% | $6,407-61.0% |
| Admin fee / account holder | $87 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |