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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 | $95,453-8.5% | $112,040-22.0% | $82,448+6.0% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.5%+14.1pp | 68.1%+22.5pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |