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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 | $34,509 | $99,341-65.3% | $84,750-59.3% | $273,965-87.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.38% | 22.93%-21.5pp | 22.78%-21.4pp | 41.45%-40.1pp |
| Employer contribution / active EE | $19,811 | $4,214+370.2% | $3,574+454.3% | $4,869+306.9% |
| Participant deferral / active EE | $5,280 | $4,269+23.7% | $3,712+42.3% | $5,287-0.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |