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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 | $74,822 | $127,273-41.2% | $109,895-31.9% | $167,518-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.22% | 22.97%-15.8pp | 29.46%-22.2pp | 478.71%-471.5pp |
| Employer contribution / active EE | $18,688 | $3,324+462.2% | $2,843+557.2% | $4,838+286.2% |
| Participant deferral / active EE | $4,361 | $4,515-3.4% | $4,049+7.7% | $6,342-31.2% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |