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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 | $51,908 | $77,920-33.4% | $149,723-65.3% | $75,177-31.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 2.70% | 31.72%-29.0pp | 134.50%-131.8pp | 160.75%-158.1pp |
| Employer contribution / active EE | $4,912 | $3,138+56.5% | $4,821+1.9% | $2,671+83.9% |
| Participant deferral / active EE | $6,058 | $3,411+77.6% | $5,682+6.6% | $4,126+46.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |