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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 | $101,644 | $106,905-4.9% | $84,020+21.0% | $152,885-33.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 1.86% | 105.00%-103.1pp | 71.31%-69.5pp | 345.39%-343.5pp |
| Employer contribution / active EE | $10,844 | $2,735+296.6% | $1,984+446.7% | $4,763+127.7% |
| Participant deferral / active EE | $9,500 | $4,012+136.8% | $3,239+193.3% | $5,851+62.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |