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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 | $56,958 | $65,041-12.4% | $90,965-37.4% | $79,858-28.7% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.0%+28.0pp | 69.6%+27.4pp |
| Annual return | 3.90% | 30.45%-26.6pp | 134.57%-130.7pp | 31.72%-27.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |