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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 | $54,777 | $83,061-34.1% | $126,068-56.5% | $94,015-41.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 9.53% | 20.41%-10.9pp | 15.01%-5.5pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,397 | $2,864-51.2% | $3,968-64.8% | $2,790-49.9% |
| Participant deferral / active EE | $0 | $7,042-100.0% | $8,214-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $7,208-100.0% | $18,264-100.0% | $8,951-100.0% |