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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 | $71,528 | $99,345-28.0% | $84,753-15.6% | $273,972-73.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.34% | 22.93%-21.6pp | 22.78%-21.4pp | 41.46%-40.1pp |
| Employer contribution / active EE | $830 | $4,214-80.3% | $3,574-76.8% | $4,869-83.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |