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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 | $42,442 | $84,236-49.6% | $170,435-75.1% | $70,126-39.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 4.45% | 23.06%-18.6pp | 205.94%-201.5pp | 73.15%-68.7pp |
| Employer contribution / active EE | $7,462 | $3,387+120.3% | $5,432+37.4% | $2,343+218.5% |
| Participant deferral / active EE | $2,872 | $3,086-6.9% | $4,939-41.9% | $3,332-13.8% |
| Admin fee / account holder | $89 | $5,698-98.4% | $13,881-99.4% | $4,645-98.1% |