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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 | $107,933 | $140,592-23.2% | $123,105-12.3% | $125,389-13.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.61% | 16.80%-21.4pp | 13.22%-17.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $15,223 | $6,041+152.0% | $5,151+195.5% | $4,866+212.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $120 | $11,198-98.9% | $9,014-98.7% | $9,541-98.7% |