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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 | $228,604 | $93,064+145.6% | $74,577+206.5% | $273,972-16.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -6.04% | 26.18%-32.2pp | 20.47%-26.5pp | 41.46%-47.5pp |
| Employer contribution / active EE | $17,812 | $3,160+463.7% | $2,525+605.4% | $4,869+265.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75 | $5,273-98.6% | $4,138-98.2% | $10,133-99.3% |