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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 | $96,793 | $152,460-36.5% | $118,746-18.5% | $147,586-34.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 0.69% | 17.41%-16.7pp | 24.54%-23.8pp | 578.59%-577.9pp |
| Employer contribution / active EE | $1,433 | $5,046-71.6% | $4,193-65.8% | $4,876-70.6% |
| Participant deferral / active EE | $13,250 | $6,212+113.3% | $5,332+148.5% | $5,439+143.6% |
| Admin fee / account holder | $53 | $16,953-99.7% | $10,720-99.5% | $10,886-99.5% |