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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 | $54,936 | $58,828-6.6% | $78,002-29.6% | $62,881-12.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.52% | 17.16%-13.6pp | 425.99%-422.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,059 | $1,672+23.2% | $2,470-16.6% | $2,281-9.7% |
| Participant deferral / active EE | $3,053 | $2,686+13.7% | $3,497-12.7% | $3,203-4.7% |
| Admin fee / account holder | $108 | $4,393-97.5% | $5,481-98.0% | $4,296-97.5% |