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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 | $42,815 | $161,352-73.5% | $134,172-68.1% | $137,256-68.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.43% | 28.72%-20.3pp | 25.30%-16.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $5,134 | $4,099+25.3% | $3,420+50.1% | $4,156+23.5% |
| Participant deferral / active EE | $11,001 | $5,552+98.1% | $4,690+134.5% | $6,407+71.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |