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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 | $34,416 | $88,996-61.3% | $78,004-55.9% | $138,895-75.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 6.40% | 28.03%-21.6pp | 31.07%-24.7pp | 145.39%-139.0pp |
| Employer contribution / active EE | $1,764 | $2,917-39.5% | $2,469-28.6% | $4,194-58.0% |
| Participant deferral / active EE | $4,361 | $4,724-7.7% | $4,092+6.6% | $6,396-31.8% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |