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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 | $37,689 | $126,661-70.2% | $113,397-66.8% | $138,895-72.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.04% | 25.05%-16.0pp | 23.20%-14.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,500 | $3,456-27.7% | $2,977-16.0% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $254 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |