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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 | $57,072 | $85,060-32.9% | $70,565-19.1% | $139,487-59.1% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.4%+26.4pp | 80.3%+14.4pp |
| Annual return | 8.49% | 30.39%-21.9pp | 32.79%-24.3pp | 373.84%-365.4pp |
| Employer contribution / active EE | $2,118 | $3,912-45.9% | $2,976-28.8% | $4,755-55.5% |
| Participant deferral / active EE | $6,110 | $5,891+3.7% | $4,568+33.8% | $6,713-9.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |