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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 | $78,197-30.0% | $98,090-44.2% | $82,637-33.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 9.53% | 40.25%-30.7pp | 37.05%-27.5pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,397 | $2,605-46.4% | $3,606-61.3% | $2,552-45.3% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $14,832-100.0% | $11,815-100.0% | $7,339-100.0% |