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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 | $45,121 | $153,769-70.7% | $133,975-66.3% | $273,972-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.36% | 36.51%-35.1pp | 29.29%-27.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,347 | $6,029-61.1% | $5,211-55.0% | $4,869-51.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |