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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 | $81,547 | $23,470+247.5% | - | $80,959+0.7% |
| Participation rate | 100.0% | 45.4%+54.6pp | - | 67.7%+32.3pp |
| Annual return | 5.14% | 12.16%-7.0pp | - | 35.67%-30.5pp |
| Employer contribution / active EE | $7,382 | $1,294+470.6% | - | $2,757+167.7% |
| Participant deferral / active EE | $0 | $1,435-100.0% | - | $4,300-100.0% |
| Admin fee / account holder | $0 | $1,952-100.0% | - | $6,925-100.0% |