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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 | $210,569 | $83,908+151.0% | $68,509+207.4% | $125,389+67.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.69% | 14.48%-18.2pp | 8.27%-12.0pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,682 | $3,031-11.5% | $2,278+17.8% | $4,866-44.9% |
| Participant deferral / active EE | $14,849 | $4,125+260.0% | $3,382+339.0% | $5,352+177.5% |
| Admin fee / account holder | $133 | $8,982-98.5% | $5,275-97.5% | $9,541-98.6% |