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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 | $41,845 | $107,368-61.0% | $92,915-55.0% | $152,909-72.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.67% | 145.64%-143.0pp | 109.45%-106.8pp | 345.46%-342.8pp |
| Employer contribution / active EE | $9,734 | $4,222+130.5% | $3,653+166.4% | $4,764+104.3% |
| Participant deferral / active EE | $4,890 | $4,848+0.9% | $4,238+15.4% | $5,851-16.4% |
| Admin fee / account holder | $8 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |