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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 | $89,198 | $99,345-10.2% | $84,753+5.2% | $273,972-67.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.38% | 22.93%-22.6pp | 22.78%-22.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,360 | $4,214-44.0% | $3,574-34.0% | $4,869-51.5% |
| Participant deferral / active EE | $8,000 | $4,270+87.4% | $3,712+115.5% | $5,287+51.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |