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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 | $48,150 | $115,810-58.4% | $101,271-52.5% | $158,966-69.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.01% | 56.15%-49.1pp | 46.48%-39.5pp | 302.95%-295.9pp |
| Employer contribution / active EE | $5,621 | $4,175+34.6% | $3,660+53.6% | $4,762+18.0% |
| Participant deferral / active EE | $4,537 | $4,958-8.5% | $4,371+3.8% | $5,983-24.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |