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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 | $31,155 | $208,088-85.0% | $186,193-83.3% | $154,746-79.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 3.45% | 89.97%-86.5pp | 78.03%-74.6pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,803 | $4,340-58.5% | $3,918-54.0% | $4,379-58.8% |
| Participant deferral / active EE | $1,803 | $7,078-74.5% | $6,513-72.3% | $6,730-73.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |