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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 | $50,961 | $49,024+4.0% | $112,860-54.8% | $87,485-41.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 66.3%+33.7pp | 68.9%+31.1pp |
| Annual return | 12.25% | 43.86%-31.6pp | 35.26%-23.0pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,941 | $1,290+127.9% | $2,206+33.3% | $2,596+13.3% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,493-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,266-100.0% | $6,841-100.0% | $7,775-100.0% |