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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 | $69,766 | $275,752-74.7% | $256,809-72.8% | $198,609-64.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.08% | 34.81%-31.7pp | 32.73%-29.6pp | 202.70%-199.6pp |
| Employer contribution / active EE | $5,786 | $7,721-25.1% | $7,263-20.3% | $5,055+14.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $149 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |