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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 | $84,626 | $65,685+28.8% | $57,181+48.0% | $273,968-69.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $3,628 | $3,279+10.7% | $2,682+35.3% | $4,869-25.5% |
| Participant deferral / active EE | $10,159 | $3,781+168.7% | $3,096+228.1% | $5,287+92.1% |
| Admin fee / account holder | $27 | $4,835-99.4% | $3,139-99.1% | $10,132-99.7% |