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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 | $78,904 | $112,729-30.0% | $98,716-20.1% | $137,256-42.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 2.77% | 38.48%-35.7pp | 31.81%-29.0pp | 220.34%-217.6pp |
| Employer contribution / active EE | $6,429 | $2,725+135.9% | $2,279+182.1% | $4,156+54.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |