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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 | $27,034 | $78,520-65.6% | $96,576-72.0% | $82,448-67.2% |
| Participation rate | 81.3% | 77.7%+3.5pp | 81.4%-0.2pp | 68.1%+13.2pp |
| Annual return | 2.05% | 41.30%-39.2pp | 38.47%-36.4pp | 41.64%-39.6pp |
| Employer contribution / active EE | $11,245 | $2,630+327.7% | $3,553+216.5% | $2,551+340.8% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24 | $13,455-99.8% | $11,381-99.8% | $7,234-99.7% |