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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 | $65,117 | $70,435-7.5% | $96,575-32.6% | $85,856-24.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 3.24% | 18.59%-15.3pp | 37.79%-34.5pp | 318.58%-315.3pp |
| Employer contribution / active EE | $2,408 | $1,413+70.4% | $2,357+2.2% | $2,565-6.1% |
| Participant deferral / active EE | $7,179 | $2,894+148.1% | $3,849+86.5% | $3,952+81.7% |
| Admin fee / account holder | $43 | $4,997-99.1% | $6,182-99.3% | $6,261-99.3% |