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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 | $23,301 | $81,276-71.3% | $155,574-85.0% | $80,925-71.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 5.37% | 33.36%-28.0pp | 64.87%-59.5pp | 35.65%-30.3pp |
| Employer contribution / active EE | $3,205 | $3,103+3.3% | $4,676-31.5% | $2,756+16.3% |
| Participant deferral / active EE | $909 | $3,453-73.7% | $5,629-83.9% | $4,299-78.9% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |