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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 | $64,082 | $111,814-42.7% | $103,378-38.0% | $145,978-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.92% | 24.80%-17.9pp | 24.91%-18.0pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,628 | $4,215-61.4% | $3,870-57.9% | $4,662-65.1% |
| Participant deferral / active EE | $8,400 | $5,618+49.5% | $5,058+66.1% | $6,690+25.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |