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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 | $7,440 | $87,166-91.5% | $76,735-90.3% | $137,256-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 2.93% | 26.50%-23.6pp | 29.77%-26.8pp | 220.34%-217.4pp |
| Employer contribution / active EE | $4,016 | $2,904+38.3% | $2,454+63.6% | $4,156-3.4% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |