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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% | $184,200-42.4% | $80,874+31.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 2.69% | 20.02%-17.3pp | 28.80%-26.1pp | 35.62%-32.9pp |
| Employer contribution / active EE | $2,368 | $4,849-51.2% | $6,424-63.1% | $2,756-14.0% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12 | $10,483-99.9% | $13,907-99.9% | $6,935-99.8% |