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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 | $88,168 | $153,311-42.5% | $109,313-19.3% | $273,972-67.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.14% | 29.86%-29.7pp | 22.07%-21.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $11,430 | $5,619+103.4% | $3,892+193.7% | $4,869+134.8% |
| Participant deferral / active EE | $3,600 | $3,932-8.4% | $3,166+13.7% | $5,287-31.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |