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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 | $27,252 | $76,551-64.4% | $123,894-78.0% | $62,881-56.7% |
| Participation rate | 95.9% | 73.0%+22.9pp | 81.4%+14.5pp | 69.3%+26.6pp |
| Annual return | 0.07% | 18.68%-18.6pp | 47.52%-47.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $13,265 | $2,882+360.2% | $4,617+187.3% | $2,281+481.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |