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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 | $44,269 | $99,345-55.4% | $84,753-47.8% | $273,972-83.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.02% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,854 | $4,214-8.6% | $3,574+7.8% | $4,869-20.9% |
| Participant deferral / active EE | $9,600 | $4,270+124.8% | $3,712+158.6% | $5,287+81.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |