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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 | $58,243 | $124,351-53.2% | $109,188-46.7% | $167,553-65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.42% | 26.04%-18.6pp | 25.76%-18.3pp | 478.89%-471.5pp |
| Employer contribution / active EE | $1,339 | $4,210-68.2% | $3,723-64.0% | $4,840-72.3% |
| Participant deferral / active EE | $6,721 | $5,257+27.9% | $4,654+44.4% | $6,343+6.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |