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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 | $33,297 | $81,487-59.1% | $102,412-67.5% | $80,935-58.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.7%+31.1pp |
| Annual return | 4.63% | 25.60%-21.0pp | 24.94%-20.3pp | 35.66%-31.0pp |
| Employer contribution / active EE | $12,658 | $3,103+307.9% | $3,870+227.1% | $2,757+359.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $228 | $6,717-96.6% | $8,388-97.3% | $6,924-96.7% |