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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 | $25,397 | $76,407-66.8% | $150,298-83.1% | $82,448-69.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.36% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,640 | $2,614+39.2% | $4,154-12.4% | $2,551+42.7% |
| Participant deferral / active EE | $4,686 | $3,214+45.8% | $5,453-14.1% | $4,139+13.2% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |