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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 | $81,490 | $79,025+3.1% | - | $273,972-70.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 1.07% | 18.58%-17.5pp | - | 41.46%-40.4pp |
| Employer contribution / active EE | $21,154 | $4,094+416.7% | - | $4,869+334.5% |
| Participant deferral / active EE | $4,000 | $3,420+17.0% | - | $5,287-24.3% |
| Admin fee / account holder | $0 | $13,337-100.0% | - | $10,133-100.0% |