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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 | $46,428 | $92,798-50.0% | $96,707-52.0% | $137,256-66.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 7.86% | 31.24%-23.4pp | 34.78%-26.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,737 | $4,147-34.0% | $4,191-34.7% | $4,156-34.1% |
| Participant deferral / active EE | $5,494 | $5,877-6.5% | $5,997-8.4% | $6,407-14.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |