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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 | $33,194 | $181,896-81.8% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -0.38% | 30.74%-31.1pp | 32.23%-32.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $10,499 | $6,248+68.0% | $5,501+90.8% | $4,869+115.6% |
| Participant deferral / active EE | $9,495 | $5,550+71.1% | $4,871+94.9% | $5,287+79.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |