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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 | $81,067 | $124,980-35.1% | $108,359-25.2% | $154,746-47.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 4.23% | 45.00%-40.8pp | 36.89%-32.7pp | 172.34%-168.1pp |
| Employer contribution / active EE | $594 | $2,851-79.2% | $2,399-75.2% | $4,379-86.4% |
| Participant deferral / active EE | $9,029 | $4,743+90.4% | $4,137+118.3% | $6,730+34.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |