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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 | $69,420 | $99,345-30.1% | $84,753-18.1% | $273,972-74.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.71% | 22.93%-22.2pp | 22.78%-22.1pp | 41.46%-40.7pp |
| Employer contribution / active EE | $2,720 | $4,214-35.5% | $3,574-23.9% | $4,869-44.1% |
| Participant deferral / active EE | $9,000 | $4,270+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |