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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 | $43,850 | $69,248-36.7% | $64,101-31.6% | $139,466-68.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.33% | 45.95%-43.6pp | 33.72%-31.4pp | 373.66%-371.3pp |
| Employer contribution / active EE | $3,627 | $3,185+13.9% | $2,749+31.9% | $4,754-23.7% |
| Participant deferral / active EE | $4,870 | $4,682+4.0% | $3,881+25.5% | $6,712-27.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |