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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 | $35,559 | $108,882-67.3% | $96,754-63.2% | $154,746-77.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 5.98% | 98.39%-92.4pp | 82.04%-76.1pp | 172.34%-166.4pp |
| Employer contribution / active EE | $2,792 | $3,018-7.5% | $2,679+4.2% | $4,379-36.3% |
| Participant deferral / active EE | $3,372 | $5,323-36.7% | $4,758-29.1% | $6,730-49.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |