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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 | $19,286 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.54% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,748 | $4,804-63.6% | $4,554-61.6% | $4,156-57.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |