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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 | $59,641 | $215,361-72.3% | $171,082-65.1% | $273,972-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.31% | 25.14%-24.8pp | 32.56%-32.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $9,450 | $4,967+90.3% | $4,002+136.1% | $4,869+94.1% |
| Participant deferral / active EE | $21,000 | $5,543+278.8% | $4,797+337.7% | $5,287+297.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |