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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 | $71,847 | $76,551-6.1% | $123,894-42.0% | $62,881+14.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.85% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $22,815 | $2,882+691.5% | $4,617+394.2% | $2,281+900.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $206 | $4,826-95.7% | $8,357-97.5% | $4,296-95.2% |