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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 | $108,415 | $106,280+2.0% | $96,538+12.3% | $139,487-22.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.70% | 38.48%-47.2pp | 35.74%-44.4pp | 373.84%-382.5pp |
| Employer contribution / active EE | $2,000 | $4,107-51.3% | $3,740-46.5% | $4,755-57.9% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $41 | $7,888-99.5% | $6,737-99.4% | $11,407-99.6% |