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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 | $153,892 | $131,835+16.7% | $108,582+41.7% | $273,972-43.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.13% | -91.57%+92.7pp | -51.70%+52.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,910 | $4,913-61.1% | $3,758-49.2% | $4,869-60.8% |
| Participant deferral / active EE | $9,519 | $5,127+85.7% | $4,311+120.8% | $5,287+80.0% |
| Admin fee / account holder | $65 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |