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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 | $77,358-29.2% | $102,184-46.4% | $87,485-37.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 9.53% | 41.11%-31.6pp | 31.58%-22.0pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,397 | $2,562-45.5% | $3,594-61.1% | $2,596-46.2% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,809-100.0% | $11,609-100.0% | $7,775-100.0% |