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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 | $29,224 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.11% | 56.63%-55.5pp | 47.52%-46.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $2,209 | $5,170-57.3% | $4,617-52.2% | $4,869-54.6% |
| Participant deferral / active EE | $2,209 | $6,343-65.2% | $5,984-63.1% | $5,287-58.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |