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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 | $17,641 | $99,345-82.2% | $84,753-79.2% | $273,972-93.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 1.51% | 22.93%-21.4pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $6,951 | $4,214+65.0% | $3,574+94.5% | $4,869+42.8% |
| Participant deferral / active EE | $2,047 | $4,270-52.1% | $3,712-44.8% | $5,287-61.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |