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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 | $15,531 | $71,809-78.4% | $61,048-74.6% | $152,885-89.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 79.3%+8.2pp | 82.5%+5.0pp |
| Annual return | 4.12% | 29.74%-25.6pp | 26.18%-22.1pp | 345.39%-341.3pp |
| Employer contribution / active EE | $3,151 | $4,545-30.7% | $3,716-15.2% | $4,763-33.8% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,851-100.0% |
| Admin fee / account holder | $256 | $4,750-94.6% | $3,728-93.1% | $11,598-97.8% |