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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 | $50,049 | $65,685-23.8% | $57,181-12.5% | $273,968-81.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.21% | 21.99%-21.8pp | 14.59%-14.4pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,503 | $3,279-54.1% | $2,682-44.0% | $4,869-69.1% |
| Participant deferral / active EE | $7,067 | $3,781+86.9% | $3,096+128.3% | $5,287+33.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |