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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 | $62,600 | $48,078+30.2% | $78,676-20.4% | $62,881-0.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.67% | 31.36%-27.7pp | 62.19%-58.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $6,832 | $2,015+239.2% | $2,850+139.7% | $2,281+199.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $134 | $3,206-95.8% | $4,510-97.0% | $4,296-96.9% |