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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 | $101,470 | $115,225-11.9% | $100,712+0.8% | $138,895-26.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 2.81% | 40.35%-37.5pp | 33.27%-30.5pp | 145.39%-142.6pp |
| Employer contribution / active EE | $13,083 | $2,771+372.1% | $2,313+465.7% | $4,194+211.9% |
| Participant deferral / active EE | $7,833 | $4,699+66.7% | $4,085+91.8% | $6,396+22.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |