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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 | $95,988 | $153,769-37.6% | $133,975-28.4% | $273,972-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.29% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $2,320 | $6,029-61.5% | $5,211-55.5% | $4,869-52.3% |
| Participant deferral / active EE | $3,480 | $6,958-50.0% | $6,282-44.6% | $5,287-34.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |