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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 | $81,446-73.3% | $103,374-79.0% | $80,874-73.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.69% | 25.57%-21.9pp | 24.89%-21.2pp | 35.62%-31.9pp |
| Employer contribution / active EE | $8,677 | $3,107+179.3% | $3,869+124.3% | $2,756+214.9% |
| Participant deferral / active EE | $2,581 | $3,870-33.3% | $5,058-49.0% | $4,297-39.9% |
| Admin fee / account holder | $112 | $6,715-98.3% | $8,394-98.7% | $6,935-98.4% |