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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 | $62,656 | $215,361-70.9% | $171,082-63.4% | $273,972-77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.33% | 25.14%-24.8pp | 32.56%-32.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $30,059 | $4,967+505.2% | $4,002+651.1% | $4,869+517.4% |
| Participant deferral / active EE | $3,000 | $5,543-45.9% | $4,797-37.5% | $5,287-43.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |