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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 | $48,005 | $81,233-40.9% | $155,567-69.1% | $80,874-40.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.49% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $11,090 | $3,101+257.7% | $4,674+137.3% | $2,756+302.5% |
| Participant deferral / active EE | $7,111 | $3,452+106.0% | $5,628+26.4% | $4,297+65.5% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |