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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 | $65,865 | $84,236-21.8% | $170,435-61.4% | $70,126-6.1% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 3.60% | 23.06%-19.5pp | 205.94%-202.3pp | 73.15%-69.6pp |
| Employer contribution / active EE | $7,948 | $3,387+134.6% | $5,432+46.3% | $2,343+239.3% |
| Participant deferral / active EE | $4,343 | $3,086+40.7% | $4,939-12.1% | $3,332+30.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |