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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 | $54,563 | $181,896-70.0% | $156,551-65.1% | $273,972-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.70% | 30.74%-29.0pp | 32.23%-30.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,264 | $6,248-63.8% | $5,501-58.9% | $4,869-53.5% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |