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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 | $64,671 | $103,392-37.5% | $87,104-25.8% | $152,897-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.36% | 28.10%-25.7pp | 28.19%-25.8pp | 345.43%-343.1pp |
| Employer contribution / active EE | $3,256 | $3,221+1.1% | $2,521+29.1% | $4,764-31.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $157 | $12,194-98.7% | $7,491-97.9% | $11,599-98.6% |