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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 | $62,788 | $126,661-50.4% | $113,397-44.6% | $138,895-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.63% | 25.05%-16.4pp | 23.20%-14.6pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,312 | $3,456-33.1% | $2,977-22.3% | $4,194-44.9% |
| Participant deferral / active EE | $2,312 | $5,693-59.4% | $5,076-54.4% | $6,396-63.8% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |