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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 | $71,098 | $99,345-28.4% | $84,753-16.1% | $273,972-74.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 1.53% | 22.93%-21.4pp | 22.78%-21.3pp | 41.46%-39.9pp |
| Employer contribution / active EE | $22,678 | $4,214+438.2% | $3,574+534.5% | $4,869+365.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |