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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 | $85,870 | $167,415-48.7% | $140,514-38.9% | $198,609-56.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 2.12% | 13.85%-11.7pp | 14.36%-12.2pp | 202.70%-200.6pp |
| Employer contribution / active EE | $12,825 | $4,088+213.8% | $3,378+279.6% | $5,055+153.7% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |