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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 | $65,792 | $73,988-11.1% | $96,538-31.8% | $75,177-12.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 2.43% | 26.73%-24.3pp | 35.74%-33.3pp | 160.75%-158.3pp |
| Employer contribution / active EE | $28,070 | $2,930+857.9% | $3,740+650.5% | $2,671+950.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $209 | $5,220-96.0% | $6,737-96.9% | $5,651-96.3% |