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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 | $155,830 | $215,361-27.6% | $171,082-8.9% | $273,970-43.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -4.22% | 25.14%-29.4pp | 32.56%-36.8pp | 41.46%-45.7pp |
| Employer contribution / active EE | $3,202 | $4,967-35.5% | $4,002-20.0% | $4,869-34.2% |
| Participant deferral / active EE | $10,204 | $5,543+84.1% | $4,797+112.7% | $5,287+93.0% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,132-99.8% |