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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 | $31,477 | $106,247-70.4% | $96,515-67.4% | $139,466-77.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 5.38% | 38.47%-33.1pp | 35.73%-30.3pp | 373.66%-368.3pp |
| Employer contribution / active EE | $1,187 | $4,106-71.1% | $3,740-68.3% | $4,754-75.0% |
| Participant deferral / active EE | $3,561 | $5,456-34.7% | $4,880-27.0% | $6,712-46.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |