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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 | $173,597 | $164,447+5.6% | $100,535+72.7% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 79.4%-79.4pp | - |
| Annual return | 8.62% | 24.40%-15.8pp | 30.90%-22.3pp | - |
| Employer contribution / active EE | $0 | $2,075-100.0% | $3,419-100.0% | - |
| Participant deferral / active EE | $0 | $7,296-100.0% | $6,271-100.0% | - |
| Admin fee / account holder | $0 | $1,510-100.0% | $8,085-100.0% | - |