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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 | $34,730 | $116,203-70.1% | $93,621-62.9% | $152,909-77.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 0.19% | 35.96%-35.8pp | 32.76%-32.6pp | 345.46%-345.3pp |
| Employer contribution / active EE | $5,286 | $3,219+64.2% | $2,719+94.4% | $4,764+11.0% |
| Participant deferral / active EE | $5,750 | $4,605+24.9% | $4,070+41.3% | $5,851-1.7% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |