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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 | $50,144 | $81,504-38.5% | $102,437-51.0% | $80,959-38.1% |
| Participation rate | 96.0% | 66.9%+29.1pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 1.77% | 25.60%-23.8pp | 24.95%-23.2pp | 35.67%-33.9pp |
| Employer contribution / active EE | $24,844 | $3,104+700.5% | $3,871+541.9% | $2,757+801.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |