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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 | $24,171 | $135,956-82.2% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.45% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $10,416 | $5,170+101.5% | $4,617+125.6% | $4,869+113.9% |
| Participant deferral / active EE | $3,463 | $6,343-45.4% | $5,984-42.1% | $5,287-34.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |