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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 | $28,942 | $138,312-79.1% | $122,979-76.5% | $155,188-81.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.88% | 22.06%-18.2pp | 20.12%-16.2pp | 148.84%-145.0pp |
| Employer contribution / active EE | $1,000 | $3,530-71.7% | $3,062-67.3% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $150 | $15,089-99.0% | $12,864-98.8% | $14,480-99.0% |