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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 | $47,904 | $106,280-54.9% | $96,538-50.4% | $139,487-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.22% | 38.48%-34.3pp | 35.74%-31.5pp | 373.84%-369.6pp |
| Employer contribution / active EE | $13,990 | $4,107+240.6% | $3,740+274.0% | $4,755+194.2% |
| Participant deferral / active EE | $8,022 | $5,457+47.0% | $4,880+64.4% | $6,713+19.5% |
| Admin fee / account holder | $5 | $7,888-99.9% | $6,737-99.9% | $11,407-100.0% |