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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 | $111,454 | $123,155-9.5% | $108,753+2.5% | $155,188-28.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.70% | 44.73%-43.0pp | 37.47%-35.8pp | 148.84%-147.1pp |
| Employer contribution / active EE | $732 | $2,811-74.0% | $2,427-69.8% | $4,248-82.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |