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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 | $58,933 | $62,592-5.8% | $85,693-31.2% | $85,856-31.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 9.92% | 23.77%-13.8pp | 21.49%-11.6pp | 318.58%-308.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $6,874-100.0% | $6,261-100.0% |