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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 | $74,667 | $93,345-20.0% | $119,126-37.3% | $87,485-14.7% |
| Participation rate | 93.5% | 68.7%+24.7pp | 75.8%+17.7pp | 68.9%+24.5pp |
| Annual return | 3.15% | 19.08%-15.9pp | 282.11%-279.0pp | 26.06%-22.9pp |
| Employer contribution / active EE | $14,065 | $3,172+343.5% | $4,034+248.7% | $2,596+441.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $123 | $8,039-98.5% | $10,693-98.9% | $7,775-98.4% |