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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 | $130,735 | $56,894+129.8% | $84,753+54.3% | $62,881+107.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.92% | 6.30%-4.4pp | 22.78%-20.9pp | 20.14%-18.2pp |
| Employer contribution / active EE | $6,491 | $2,400+170.5% | $3,574+81.6% | $2,281+184.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $191 | $3,581-94.7% | $5,333-96.4% | $4,296-95.6% |