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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 | $21,724 | $81,504-73.3% | $102,437-78.8% | $80,959-73.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 3.69% | 25.60%-21.9pp | 24.95%-21.3pp | 35.67%-32.0pp |
| Employer contribution / active EE | $8,677 | $3,104+179.6% | $3,871+124.2% | $2,757+214.7% |
| Participant deferral / active EE | $2,581 | $3,871-33.3% | $5,060-49.0% | $4,300-40.0% |
| Admin fee / account holder | $112 | $6,719-98.3% | $8,388-98.7% | $6,925-98.4% |