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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 | $60,117 | $112,729-46.7% | $98,716-39.1% | $137,256-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.43% | 38.48%-30.0pp | 31.81%-23.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $8,738 | $2,725+220.6% | $2,279+283.5% | $4,156+110.2% |
| Participant deferral / active EE | $3,855 | $4,640-16.9% | $4,048-4.8% | $6,407-39.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |