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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 | $124,232 | $90,486+37.3% | $78,676+57.9% | $273,972-54.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.53% | 75.62%-77.2pp | 62.19%-63.7pp | 41.46%-43.0pp |
| Employer contribution / active EE | $2,183 | $3,175-31.3% | $2,850-23.4% | $4,869-55.2% |
| Participant deferral / active EE | $2,464 | $3,901-36.8% | $3,517-29.9% | $5,287-53.4% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |