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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 | $43,116 | $57,541-25.1% | $95,740-55.0% | $75,173-42.6% |
| Participation rate | 98.2% | 62.5%+35.7pp | 72.3%+26.0pp | 67.2%+31.0pp |
| Annual return | 1.12% | 34.93%-33.8pp | 28.41%-27.3pp | 160.72%-159.6pp |
| Employer contribution / active EE | $14,609 | $1,808+708.2% | $2,836+415.1% | $2,671+447.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $106 | $4,099-97.4% | $5,676-98.1% | $5,651-98.1% |