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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 | $78,114 | $103,387-24.4% | $87,102-10.3% | $152,885-48.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.63% | 28.10%-23.5pp | 28.19%-23.6pp | 345.39%-340.8pp |
| Employer contribution / active EE | $14,831 | $3,221+360.5% | $2,521+488.2% | $4,763+211.4% |
| Participant deferral / active EE | $11,350 | $4,778+137.5% | $4,048+180.4% | $5,851+94.0% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |