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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 | $53,371 | $77,416-31.1% | $69,464-23.2% | $152,897-65.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.59% | 39.08%-35.5pp | 28.98%-25.4pp | 345.43%-341.8pp |
| Employer contribution / active EE | $1,663 | $3,315-49.8% | $2,779-40.2% | $4,764-65.1% |
| Participant deferral / active EE | $3,073 | $4,413-30.4% | $3,536-13.1% | $5,851-47.5% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |