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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 | $74,860 | $65,246+14.7% | $98,716-24.2% | $67,986+10.1% |
| Participation rate | 95.7% | 51.4%+44.3pp | 69.3%+26.4pp | 57.2%+38.5pp |
| Annual return | 0.00% | 20.58%-20.6pp | 31.81%-31.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |