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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 | $108,149 | $127,387-15.1% | $115,038-6.0% | $125,389-13.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.01% | 31.28%-37.3pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $2,661 | $5,166-48.5% | $4,608-42.2% | $4,866-45.3% |
| Participant deferral / active EE | $8,896 | $6,423+38.5% | $6,026+47.6% | $5,352+66.2% |
| Admin fee / account holder | $190 | $9,516-98.0% | $8,175-97.7% | $9,541-98.0% |