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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 | $52,867 | $228,352-76.8% | $185,835-71.6% | $158,966-66.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.88% | 40.81%-38.9pp | 35.96%-34.1pp | 302.95%-301.1pp |
| Employer contribution / active EE | $22,759 | $4,967+358.2% | $4,087+456.8% | $4,762+377.9% |
| Participant deferral / active EE | $2,732 | $6,416-57.4% | $5,633-51.5% | $5,983-54.3% |
| Admin fee / account holder | $293 | $11,867-97.5% | $9,502-96.9% | $11,250-97.4% |