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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 | $57,447 | $118,869-51.7% | $96,575-40.5% | $167,518-65.7% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 3.24% | 50.49%-47.3pp | 37.79%-34.5pp | 478.71%-475.5pp |
| Employer contribution / active EE | $7,238 | $3,120+132.0% | $2,357+207.1% | $4,838+49.6% |
| Participant deferral / active EE | $5,731 | $4,616+24.2% | $3,849+48.9% | $6,342-9.6% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |