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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 | $50,236 | $135,956-63.1% | $123,894-59.5% | $273,972-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.90% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,664 | $5,170-48.5% | $4,617-42.3% | $4,869-45.3% |
| Participant deferral / active EE | $5,151 | $6,343-18.8% | $5,984-13.9% | $5,287-2.6% |
| Admin fee / account holder | $275 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |