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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 | $92,714 | $43,075+115.2% | $74,577+24.3% | $62,881+47.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -1.28% | 17.50%-18.8pp | 20.47%-21.7pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,458 | $1,498-2.7% | $2,525-42.3% | $2,281-36.1% |
| Participant deferral / active EE | $2,176 | $2,389-8.9% | $3,458-37.1% | $3,203-32.1% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |