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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 | $100,070 | $153,769-34.9% | $133,975-25.3% | $273,972-63.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.35% | 36.51%-36.2pp | 29.29%-28.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,857 | $6,029-52.6% | $5,211-45.2% | $4,869-41.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |