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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 | $70,887 | $65,696+7.9% | $56,429+25.6% | $147,586-52.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 8.52% | 13.32%-4.8pp | 19.04%-10.5pp | 578.59%-570.1pp |
| Employer contribution / active EE | $3,954 | $4,121-4.1% | $3,405+16.1% | $4,876-18.9% |
| Participant deferral / active EE | $4,943 | $4,876+1.4% | $3,951+25.1% | $5,439-9.1% |
| Admin fee / account holder | $266 | $5,947-95.5% | $4,466-94.0% | $10,886-97.6% |