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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 | $31,621 | $162,812-80.6% | $133,971-76.4% | $158,966-80.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.74% | 41.94%-41.2pp | 45.09%-44.4pp | 302.95%-302.2pp |
| Employer contribution / active EE | $4,507 | $4,976-9.4% | $3,919+15.0% | $4,762-5.4% |
| Participant deferral / active EE | $5,596 | $5,910-5.3% | $5,047+10.9% | $5,983-6.5% |
| Admin fee / account holder | $2 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |