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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 | $88,672-15.8% | $105,223-29.0% | $82,448-9.4% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.4pp | 68.1%+25.4pp |
| Annual return | 3.15% | 30.86%-27.7pp | 180.65%-177.5pp | 41.64%-38.5pp |
| Employer contribution / active EE | $14,065 | $3,048+361.5% | $3,689+281.3% | $2,551+451.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $123 | $7,146-98.3% | $8,859-98.6% | $7,234-98.3% |