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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 | $63,471 | $165,939-61.8% | $122,354-48.1% | $147,585-57.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 2.07% | 34.56%-32.5pp | 30.28%-28.2pp | 578.58%-576.5pp |
| Employer contribution / active EE | $13,799 | $5,754+139.8% | $4,051+240.6% | $4,876+183.0% |
| Participant deferral / active EE | $4,111 | $4,005+2.6% | $3,287+25.1% | $5,439-24.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |