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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 | $58,326 | $99,345-41.3% | $84,753-31.2% | $273,970-78.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.05% | 22.93%-22.9pp | 22.78%-22.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $9,039 | $4,214+114.5% | $3,574+152.9% | $4,869+85.7% |
| Participant deferral / active EE | $8,104 | $4,270+89.8% | $3,712+118.3% | $5,287+53.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |