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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 | $115,332 | $154,365-25.3% | $130,231-11.4% | $139,466-17.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 6.61% | 30.53%-23.9pp | 38.86%-32.3pp | 373.66%-367.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2 | $9,214-100.0% | $6,020-100.0% | $11,409-100.0% |