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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 | $35,524 | $110,410-67.8% | $102,437-65.3% | $145,897-75.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.38% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,176 | $4,217-24.7% | $3,871-17.9% | $4,663-31.9% |
| Participant deferral / active EE | $4,670 | $5,622-16.9% | $5,060-7.7% | $6,689-30.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |