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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 | $138,312-65.7% | $122,979-61.4% | $155,188-69.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 0.35% | 22.06%-21.7pp | 20.12%-19.8pp | 148.84%-148.5pp |
| Employer contribution / active EE | $3,648 | $3,530+3.3% | $3,062+19.1% | $4,248-14.1% |
| Participant deferral / active EE | $6,080 | $5,592+8.7% | $5,003+21.5% | $6,531-6.9% |
| Admin fee / account holder | $106 | $15,089-99.3% | $12,864-99.2% | $14,480-99.3% |