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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 | $64,202 | $65,712-2.3% | $57,196+12.2% | $273,972-76.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.01% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $17,968 | $3,280+447.8% | $2,683+569.7% | $4,869+269.1% |
| Participant deferral / active EE | $9,600 | $3,782+153.8% | $3,096+210.1% | $5,287+81.6% |
| Admin fee / account holder | $122 | $4,838-97.5% | $3,141-96.1% | $10,133-98.8% |