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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 | $124,546 | $153,311-18.8% | $109,313+13.9% | $273,972-54.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.45% | 29.86%-32.3pp | 22.07%-24.5pp | 41.46%-43.9pp |
| Employer contribution / active EE | $8,132 | $5,619+44.7% | $3,892+108.9% | $4,869+67.0% |
| Participant deferral / active EE | $12,000 | $3,932+205.2% | $3,166+279.0% | $5,287+127.0% |
| Admin fee / account holder | $95 | $8,076-98.8% | $5,666-98.3% | $10,133-99.1% |