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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 | $35,219 | $154,228-77.2% | $145,433-75.8% | $137,256-74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.80% | 74.59%-71.8pp | 66.58%-63.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $5,580 | $4,804+16.2% | $4,554+22.5% | $4,156+34.3% |
| Participant deferral / active EE | $9,625 | $8,216+17.1% | $7,897+21.9% | $6,407+50.2% |
| Admin fee / account holder | $263 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |