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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 | $28,890 | $99,345-70.9% | $84,753-65.9% | $273,972-89.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.78% | 22.93%-22.1pp | 22.78%-22.0pp | 41.46%-40.7pp |
| Employer contribution / active EE | $9,608 | $4,214+128.0% | $3,574+168.8% | $4,869+97.4% |
| Participant deferral / active EE | $8,805 | $4,270+106.2% | $3,712+137.2% | $5,287+66.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |