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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 | $37,096 | $81,276-54.4% | $155,574-76.2% | $80,925-54.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 2.79% | 33.36%-30.6pp | 64.87%-62.1pp | 35.65%-32.9pp |
| Employer contribution / active EE | $858 | $3,103-72.4% | $4,676-81.7% | $2,756-68.9% |
| Participant deferral / active EE | $2,198 | $3,453-36.3% | $5,629-61.0% | $4,299-48.9% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |