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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 | $81,233-54.3% | $155,567-76.2% | $80,874-54.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 2.79% | 33.33%-30.5pp | 64.74%-61.9pp | 35.62%-32.8pp |
| Employer contribution / active EE | $858 | $3,101-72.3% | $4,674-81.6% | $2,756-68.9% |
| Participant deferral / active EE | $2,198 | $3,452-36.3% | $5,628-60.9% | $4,297-48.9% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |