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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 | $80,495 | $79,961+0.7% | $98,462-18.2% | $75,177+7.1% |
| Participation rate | 95.3% | 70.4%+25.0pp | 75.2%+20.2pp | 67.2%+28.1pp |
| Annual return | 0.07% | 19.75%-19.7pp | 21.17%-21.1pp | 160.75%-160.7pp |
| Employer contribution / active EE | $3,117 | $2,264+37.6% | $3,049+2.2% | $2,671+16.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,842-100.0% | $8,875-100.0% | $5,651-100.0% |