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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 | $25,042 | $91,198-72.5% | $178,503-86.0% | $79,856-68.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.55% | 24.20%-15.6pp | 151.12%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $5,352 | $3,257+64.3% | $5,011+6.8% | $2,471+116.6% |
| Participant deferral / active EE | $3,492 | $3,237+7.9% | $5,202-32.9% | $3,741-6.6% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |