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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 | $110,509 | $125,797-12.2% | $170,043-35.0% | $75,173+47.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.17% | 27.20%-18.0pp | 53.40%-44.2pp | 160.72%-151.5pp |
| Employer contribution / active EE | $6,276 | $4,616+35.9% | $6,790-7.6% | $2,671+135.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $215 | $8,177-97.4% | $12,824-98.3% | $5,651-96.2% |