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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 | $40,604 | $153,769-73.6% | $133,975-69.7% | $273,972-85.2% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 0.01% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,398 | $6,029-76.8% | $5,211-73.2% | $4,869-71.3% |
| Participant deferral / active EE | $6,119 | $6,958-12.1% | $6,282-2.6% | $5,287+15.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |