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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 | $123,155-34.2% | $108,753-25.5% | $155,188-47.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 4.23% | 44.73%-40.5pp | 37.47%-33.2pp | 148.84%-144.6pp |
| Employer contribution / active EE | $594 | $2,811-78.9% | $2,427-75.5% | $4,248-86.0% |
| Participant deferral / active EE | $9,029 | $4,623+95.3% | $4,115+119.4% | $6,531+38.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |