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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 | $49,808 | $162,821-69.4% | $133,978-62.8% | $158,982-68.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.23% | 41.95%-40.7pp | 45.10%-43.9pp | 302.99%-301.8pp |
| Employer contribution / active EE | $3,276 | $4,976-34.2% | $3,919-16.4% | $4,763-31.2% |
| Participant deferral / active EE | $3,276 | $5,910-44.6% | $5,047-35.1% | $5,983-45.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |