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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 | $66,968 | $162,785-58.9% | $133,959-50.0% | $158,950-57.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.48% | 41.94%-38.5pp | 45.09%-41.6pp | 302.91%-299.4pp |
| Employer contribution / active EE | $2,445 | $4,975-50.9% | $3,919-37.6% | $4,762-48.6% |
| Participant deferral / active EE | $9,264 | $5,910+56.7% | $5,047+83.5% | $5,983+54.8% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |