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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 | $37,030 | $81,446-54.5% | $103,374-64.2% | $80,874-54.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 1.80% | 25.57%-23.8pp | 24.89%-23.1pp | 35.62%-33.8pp |
| Employer contribution / active EE | $22,388 | $3,107+620.5% | $3,869+478.6% | $2,756+712.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |