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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 | $106,071 | $138,385-23.4% | $184,243-42.4% | $80,925+31.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 2.69% | 20.02%-17.3pp | 28.82%-26.1pp | 35.65%-33.0pp |
| Employer contribution / active EE | $2,368 | $4,851-51.2% | $6,427-63.1% | $2,756-14.1% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12 | $10,489-99.9% | $13,914-99.9% | $6,940-99.8% |