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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 | $80,071 | $113,338-29.4% | $94,993-15.7% | $147,586-45.7% |
| Participation rate | 93.3% | 78.0%+15.4pp | 73.9%+19.4pp | 82.8%+10.5pp |
| Annual return | 5.59% | 20.80%-15.2pp | 27.14%-21.6pp | 578.59%-573.0pp |
| Employer contribution / active EE | $2,446 | $3,160-22.6% | $2,603-6.1% | $4,876-49.8% |
| Participant deferral / active EE | $5,344 | $3,777+41.5% | $3,317+61.1% | $5,439-1.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |