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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 | $123,155-75.4% | $108,753-72.1% | $155,188-80.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.70% | 44.73%-40.0pp | 37.47%-32.8pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,451 | $2,811-48.4% | $2,427-40.2% | $4,248-65.8% |
| Participant deferral / active EE | $2,763 | $4,623-40.2% | $4,115-32.9% | $6,531-57.7% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,320-99.8% | $14,480-99.9% |