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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 | $137,200 | $254,759-46.1% | $216,567-36.6% | $198,609-30.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 2.97% | 10.04%-7.1pp | 12.94%-10.0pp | 202.70%-199.7pp |
| Employer contribution / active EE | $2,789 | $6,096-54.3% | $5,216-46.5% | $5,055-44.8% |
| Participant deferral / active EE | $9,766 | $6,948+40.6% | $6,191+57.8% | $6,977+40.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |