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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 | $78,690-67.7% | $161,489-84.3% | $87,485-71.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.36% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,640 | $2,588+40.6% | $4,268-14.7% | $2,596+40.2% |
| Participant deferral / active EE | $4,686 | $3,311+41.5% | $5,630-16.8% | $4,274+9.7% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |