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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 | $48,167 | $106,247-54.7% | $96,515-50.1% | $139,466-65.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.92% | 38.47%-29.5pp | 35.73%-26.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $2,559 | $4,106-37.7% | $3,740-31.6% | $4,754-46.2% |
| Participant deferral / active EE | $30,000 | $5,456+449.9% | $4,880+514.8% | $6,712+347.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |