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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 | $43,382 | $111,814-61.2% | $103,378-58.0% | $145,978-70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.17% | 24.80%-18.6pp | 24.91%-18.7pp | 550.52%-544.3pp |
| Employer contribution / active EE | $1,000 | $4,215-76.3% | $3,870-74.2% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |