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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 | $102,612 | $47,848+114.5% | $81,473+25.9% | $70,126+46.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 8.04% | 27.25%-19.2pp | 38.78%-30.7pp | 73.15%-65.1pp |
| Employer contribution / active EE | $5,882 | $1,527+285.2% | $2,568+129.1% | $2,343+151.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $107 | $3,145-96.6% | $4,561-97.7% | $4,645-97.7% |