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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 | $24,419 | $73,988-67.0% | $96,538-74.7% | $75,177-67.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 1.10% | 26.73%-25.6pp | 35.74%-34.6pp | 160.75%-159.6pp |
| Employer contribution / active EE | $11,486 | $2,930+292.0% | $3,740+207.1% | $2,671+330.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |