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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 | $81,358-41.0% | $155,556-69.1% | $80,959-40.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.49% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $11,090 | $3,106+257.0% | $4,675+137.2% | $2,757+302.2% |
| Participant deferral / active EE | $7,111 | $3,455+105.8% | $5,631+26.3% | $4,300+65.4% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |