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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 | $49,617 | $124,330-60.1% | $109,173-54.6% | $167,536-70.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 1.59% | 26.04%-24.5pp | 25.75%-24.2pp | 478.82%-477.2pp |
| Employer contribution / active EE | $2,075 | $4,209-50.7% | $3,723-44.3% | $4,839-57.1% |
| Participant deferral / active EE | $11,406 | $5,256+117.0% | $4,654+145.1% | $6,342+79.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |