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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 | $165,004 | $96,558+70.9% | $80,977+103.8% | $273,972-39.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -6.23% | 15.14%-21.4pp | 17.11%-23.3pp | 41.46%-47.7pp |
| Employer contribution / active EE | $2,007 | $4,869-58.8% | $3,715-46.0% | $4,869-58.8% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $7,493-98.7% | $5,517-98.2% | $10,133-99.0% |