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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 | $47,487 | $126,661-62.5% | $113,397-58.1% | $138,895-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 0.35% | 25.05%-24.7pp | 23.20%-22.8pp | 145.39%-145.0pp |
| Employer contribution / active EE | $3,648 | $3,456+5.5% | $2,977+22.5% | $4,194-13.0% |
| Participant deferral / active EE | $6,080 | $5,693+6.8% | $5,076+19.8% | $6,396-4.9% |
| Admin fee / account holder | $106 | $14,549-99.3% | $11,957-99.1% | $12,562-99.2% |