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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 | $147,734 | $100,805+46.6% | $86,698+70.4% | $134,532+9.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.74% | 29.09%-50.8pp | 35.95%-57.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,041 | $3,490-70.2% | $2,837-63.3% | $4,741-78.0% |
| Participant deferral / active EE | $3,519 | $5,339-34.1% | $4,656-24.4% | $6,401-45.0% |
| Admin fee / account holder | $149 | $10,925-98.6% | $7,493-98.0% | $11,429-98.7% |