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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 | $22,748 | $135,956-83.3% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.68% | 56.63%-54.0pp | 47.52%-44.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,479 | $5,170-52.0% | $4,617-46.3% | $4,869-49.1% |
| Participant deferral / active EE | $17,800 | $6,343+180.6% | $5,984+197.4% | $5,287+236.7% |
| Admin fee / account holder | $133 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |