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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 | $35,996 | $176,794-79.6% | $146,647-75.5% | $167,553-78.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.57% | 24.04%-18.5pp | 22.75%-17.2pp | 478.89%-473.3pp |
| Employer contribution / active EE | $3,542 | $5,161-31.4% | $4,137-14.4% | $4,840-26.8% |
| Participant deferral / active EE | $2,667 | $6,440-58.6% | $5,506-51.6% | $6,343-58.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |