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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 | $66,115 | $135,956-51.4% | $123,894-46.6% | $273,972-75.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.93% | 56.63%-57.6pp | 47.52%-48.4pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,040 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $7,845 | $6,343+23.7% | $5,984+31.1% | $5,287+48.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |