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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 | $57,337 | $99,345-42.3% | $84,753-32.3% | $273,972-79.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.57% | 22.93%-22.4pp | 22.78%-22.2pp | 41.46%-40.9pp |
| Employer contribution / active EE | $15,207 | $4,214+260.9% | $3,574+325.4% | $4,869+212.3% |
| Participant deferral / active EE | $19,200 | $4,270+349.7% | $3,712+417.3% | $5,287+263.1% |
| Admin fee / account holder | $160 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |