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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 | $47,492 | $135,956-65.1% | $123,894-61.7% | $273,972-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.97% | 56.63%-54.7pp | 47.52%-45.6pp | 41.46%-39.5pp |
| Employer contribution / active EE | $12,286 | $5,170+137.7% | $4,617+166.1% | $4,869+152.3% |
| Participant deferral / active EE | $13,889 | $6,343+119.0% | $5,984+132.1% | $5,287+162.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |