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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 | $87,376 | $97,550-10.4% | $120,344-27.4% | $87,485-0.1% |
| Participation rate | 90.6% | 72.8%+17.7pp | 76.7%+13.9pp | 68.9%+21.6pp |
| Annual return | 0.00% | 18.41%-18.4pp | 20.30%-20.3pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |