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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 | $32,893 | $107,809-69.5% | $97,032-66.1% | $155,188-78.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 5.31% | 38.06%-32.8pp | 35.38%-30.1pp | 148.84%-143.5pp |
| Employer contribution / active EE | $8,889 | $2,911+205.3% | $2,629+238.1% | $4,248+109.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $121 | $10,717-98.9% | $9,418-98.7% | $14,480-99.2% |