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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 | $35,371 | $185,312-80.9% | $161,489-78.1% | $154,746-77.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.34% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,090 | $4,769-77.1% | $4,268-74.5% | $4,379-75.1% |
| Participant deferral / active EE | $3,333 | $6,350-47.5% | $5,630-40.8% | $6,730-50.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |