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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 | $78,197-65.4% | $98,090-72.4% | $82,637-67.3% |
| Participation rate | 81.3% | 77.5%+3.8pp | 81.5%-0.3pp | 68.1%+13.2pp |
| Annual return | 2.05% | 40.25%-38.2pp | 37.05%-35.0pp | 53.51%-51.5pp |
| Employer contribution / active EE | $11,245 | $2,605+331.8% | $3,606+211.8% | $2,552+340.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24 | $14,832-99.8% | $11,815-99.8% | $7,339-99.7% |