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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 | $96,731-53.1% | $123,973-63.4% | $86,983-47.8% |
| Participation rate | 98.9% | 70.0%+28.8pp | 76.7%+22.2pp | 69.5%+29.3pp |
| Annual return | 4.25% | 17.33%-13.1pp | 388.13%-383.9pp | 25.83%-21.6pp |
| Employer contribution / active EE | $15,909 | $3,297+382.5% | $4,126+285.6% | $2,584+515.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $297 | $8,722-96.6% | $11,799-97.5% | $7,856-96.2% |