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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 | $51,380 | $56,894-9.7% | $84,753-39.4% | $62,881-18.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.15% | 6.30%-8.5pp | 22.78%-24.9pp | 20.14%-22.3pp |
| Employer contribution / active EE | $15,546 | $2,400+547.8% | $3,574+334.9% | $2,281+581.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10 | $3,581-99.7% | $5,333-99.8% | $4,296-99.8% |