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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 | $52,384 | $67,606-22.5% | $82,313-36.4% | $70,124-25.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.35% | 21.57%-21.2pp | 25.88%-25.5pp | 73.14%-72.8pp |
| Employer contribution / active EE | $12,093 | $1,755+589.1% | $2,428+398.0% | $2,342+416.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |