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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 | $54,863 | $85,060-35.5% | $70,565-22.3% | $139,487-60.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 30.39%-21.0pp | 32.79%-23.4pp | 373.84%-364.4pp |
| Employer contribution / active EE | $1,200 | $3,912-69.3% | $2,976-59.7% | $4,755-74.8% |
| Participant deferral / active EE | $1,302 | $5,891-77.9% | $4,568-71.5% | $6,713-80.6% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |