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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 | $99,661 | $107,666-7.4% | $102,184-2.5% | $154,746-35.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 10.38% | 29.33%-19.0pp | 31.58%-21.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $650 | $3,846-83.1% | $3,594-81.9% | $4,379-85.2% |
| Participant deferral / active EE | $4,016 | $8,719-53.9% | $8,309-51.7% | $6,730-40.3% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |