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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 | $65,568 | $181,896-64.0% | $156,551-58.1% | $273,972-76.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -31.64% | 30.74%-62.4pp | 32.23%-63.9pp | 41.46%-73.1pp |
| Employer contribution / active EE | $36,590 | $6,248+485.6% | $5,501+565.1% | $4,869+651.5% |
| Participant deferral / active EE | $17,498 | $5,550+215.3% | $4,871+259.2% | $5,287+230.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |