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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 | $60,056 | $135,956-55.8% | $123,894-51.5% | $273,972-78.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.91% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $8,213 | $5,170+58.9% | $4,617+77.9% | $4,869+68.7% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |