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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 | $78,520-30.2% | $96,576-43.3% | $82,448-33.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 9.53% | 41.30%-31.8pp | 38.47%-28.9pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,397 | $2,630-46.9% | $3,553-60.7% | $2,551-45.2% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |