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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 | $21,744 | $93,071-76.6% | $74,583-70.8% | $273,968-92.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.16% | 26.18%-26.0pp | 20.47%-20.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $13,003 | $3,160+311.5% | $2,525+415.0% | $4,869+167.1% |
| Participant deferral / active EE | $8,240 | $4,160+98.1% | $3,458+138.3% | $5,287+55.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |