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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 | $31,475 | $77,419-59.3% | $69,461-54.7% | $152,885-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.07% | 39.07%-35.0pp | 28.97%-24.9pp | 345.39%-341.3pp |
| Employer contribution / active EE | $3,412 | $3,315+2.9% | $2,779+22.8% | $4,763-28.4% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |