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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 | $43,894 | $113,338-61.3% | $94,993-53.8% | $147,586-70.3% |
| Participation rate | 92.9% | 78.0%+14.9pp | 73.9%+19.0pp | 82.8%+10.0pp |
| Annual return | 2.99% | 20.80%-17.8pp | 27.14%-24.2pp | 578.59%-575.6pp |
| Employer contribution / active EE | $2,456 | $3,160-22.3% | $2,603-5.7% | $4,876-49.6% |
| Participant deferral / active EE | $5,473 | $3,777+44.9% | $3,317+65.0% | $5,439+0.6% |
| Admin fee / account holder | $22 | $6,063-99.6% | $4,960-99.6% | $10,886-99.8% |