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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 | $30,337 | $124,980-75.7% | $108,359-72.0% | $154,746-80.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.70% | 45.00%-40.3pp | 36.89%-32.2pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,451 | $2,851-49.1% | $2,399-39.5% | $4,379-66.9% |
| Participant deferral / active EE | $2,763 | $4,743-41.7% | $4,137-33.2% | $6,730-58.9% |
| Admin fee / account holder | $16 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |