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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 | $43,307 | $80,983-46.5% | $96,544-55.1% | $75,177-42.4% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 2.04% | 27.05%-25.0pp | 25.88%-23.8pp | 160.75%-158.7pp |
| Employer contribution / active EE | $18,110 | $2,282+693.4% | $2,966+510.5% | $2,671+578.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $109 | $6,717-98.4% | $8,254-98.7% | $5,651-98.1% |