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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 | $86,137 | $111,814-23.0% | $103,374-16.7% | $145,959-41.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.37% | 24.77%-20.4pp | 24.89%-20.5pp | 561.95%-557.6pp |
| Employer contribution / active EE | $8,758 | $4,214+107.9% | $3,869+126.4% | $4,661+87.9% |
| Participant deferral / active EE | $2,346 | $5,618-58.2% | $5,058-53.6% | $6,689-64.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |