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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 | $119,683 | $113,338+5.6% | $94,993+26.0% | $147,586-18.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -3.07% | 20.80%-23.9pp | 27.14%-30.2pp | 578.59%-581.7pp |
| Employer contribution / active EE | $1,332 | $3,160-57.9% | $2,603-48.8% | $4,876-72.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |