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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 | $62,325 | $124,980-50.1% | $108,359-42.5% | $154,746-59.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.19% | 45.00%-36.8pp | 36.89%-28.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,084 | $2,851+8.2% | $2,399+28.5% | $4,379-29.6% |
| Participant deferral / active EE | $4,515 | $4,743-4.8% | $4,137+9.1% | $6,730-32.9% |
| Admin fee / account holder | $288 | $11,502-97.5% | $9,741-97.0% | $14,365-98.0% |