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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 | $120,731 | $106,974+12.9% | $90,796+33.0% | $138,895-13.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | -6.70% | 20.10%-26.8pp | 19.29%-26.0pp | 145.39%-152.1pp |
| Employer contribution / active EE | $6,844 | $2,609+162.3% | $2,294+198.4% | $4,194+63.2% |
| Participant deferral / active EE | $3,875 | $4,455-13.0% | $3,822+1.4% | $6,396-39.4% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |