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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 | $45,367 | $89,259-49.2% | $107,187-57.7% | $82,637-45.1% |
| Participation rate | 98.9% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 4.25% | 21.02%-16.8pp | 204.55%-200.3pp | 53.51%-49.3pp |
| Employer contribution / active EE | $15,909 | $3,080+416.5% | $3,782+320.6% | $2,552+523.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $297 | $7,381-96.0% | $9,162-96.8% | $7,339-96.0% |