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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 | $33,184 | $135,956-75.6% | $123,894-73.2% | $273,972-87.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.22% | 56.63%-54.4pp | 47.52%-45.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $3,125 | $5,170-39.6% | $4,617-32.3% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $94 | $9,817-99.0% | $8,357-98.9% | $10,133-99.1% |