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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 | $87,408 | $118,488-26.2% | $98,462-11.2% | $139,487-37.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.83% | 18.96%-18.1pp | 21.17%-20.3pp | 373.84%-373.0pp |
| Employer contribution / active EE | $3,125 | $3,611-13.4% | $3,049+2.5% | $4,755-34.3% |
| Participant deferral / active EE | $1,469 | $5,393-72.8% | $4,738-69.0% | $6,713-78.1% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |