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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 | $150,455 | $117,895+27.6% | $102,460+46.8% | $145,897+3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.41% | 31.92%-23.5pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,382 | $3,619-61.8% | $3,025-54.3% | $4,663-70.4% |
| Participant deferral / active EE | $4,694 | $5,736-18.2% | $5,056-7.2% | $6,689-29.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |