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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 | $58,958 | $81,457-27.6% | $103,378-43.0% | $80,911-27.1% |
| Participation rate | 93.9% | 66.8%+27.0pp | 74.5%+19.4pp | 67.6%+26.2pp |
| Annual return | 4.04% | 25.58%-21.5pp | 24.91%-20.9pp | 35.63%-31.6pp |
| Employer contribution / active EE | $13,829 | $3,107+345.0% | $3,870+257.3% | $2,756+401.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $102 | $6,717-98.5% | $8,401-98.8% | $6,935-98.5% |