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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 | $24,565 | $112,729-78.2% | $98,716-75.1% | $137,256-82.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 3.68% | 38.48%-34.8pp | 31.81%-28.1pp | 220.34%-216.7pp |
| Employer contribution / active EE | $2,555 | $2,725-6.2% | $2,279+12.1% | $4,156-38.5% |
| Participant deferral / active EE | $4,429 | $4,640-4.6% | $4,048+9.4% | $6,407-30.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |