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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 | $70,158 | $76,551-8.4% | $123,894-43.4% | $62,881+11.6% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 0.82% | 18.68%-17.9pp | 47.52%-46.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $10,345 | $2,882+258.9% | $4,617+124.1% | $2,281+353.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |