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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 | $32,037 | $118,496-73.0% | $98,461-67.5% | $139,466-77.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 18.96%-10.3pp | 21.17%-12.5pp | 373.66%-365.0pp |
| Employer contribution / active EE | $1,325 | $3,611-63.3% | $3,049-56.5% | $4,754-72.1% |
| Participant deferral / active EE | $3,600 | $5,393-33.2% | $4,738-24.0% | $6,712-46.4% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |