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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 | $138,393-23.4% | $184,256-42.4% | $80,959+31.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 2.69% | 20.01%-17.3pp | 28.85%-26.2pp | 35.67%-33.0pp |
| Employer contribution / active EE | $2,368 | $4,847-51.1% | $6,427-63.1% | $2,757-14.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12 | $10,489-99.9% | $13,899-99.9% | $6,925-99.8% |