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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 | $13,631 | $127,296-89.3% | $109,907-87.6% | $167,536-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.17% | 22.97%-20.8pp | 29.46%-27.3pp | 478.82%-476.6pp |
| Employer contribution / active EE | $4,488 | $3,325+35.0% | $2,844+57.8% | $4,839-7.3% |
| Participant deferral / active EE | $4,056 | $4,513-10.1% | $4,047+0.2% | $6,342-36.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |