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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 | $75,541-66.4% | $152,093-83.3% | $82,637-69.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.36% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $3,640 | $2,622+38.8% | $4,175-12.8% | $2,552+42.6% |
| Participant deferral / active EE | $4,686 | $3,206+46.2% | $5,451-14.0% | $4,126+13.6% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |