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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 | $136,002 | $87,544+55.4% | $75,784+79.5% | $125,388+8.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.94% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $4,139 | $3,930+5.3% | $3,323+24.5% | $4,866-15.0% |
| Participant deferral / active EE | $11,280 | $4,229+166.7% | $3,652+208.9% | $5,352+110.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |