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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 | $58,114 | $228,352-74.6% | $185,835-68.7% | $158,966-63.4% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 1.89% | 40.81%-38.9pp | 35.96%-34.1pp | 302.95%-301.1pp |
| Employer contribution / active EE | $2,557 | $4,967-48.5% | $4,087-37.5% | $4,762-46.3% |
| Participant deferral / active EE | $2,584 | $6,416-59.7% | $5,633-54.1% | $5,983-56.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |