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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 | $81,276-40.9% | $155,574-69.1% | $80,925-40.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.49% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $11,090 | $3,103+257.4% | $4,676+137.2% | $2,756+302.4% |
| Participant deferral / active EE | $7,111 | $3,453+106.0% | $5,629+26.3% | $4,299+65.4% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |