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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 | $81,135 | $90,486-10.3% | $78,676+3.1% | $273,972-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.16% | 75.62%-77.8pp | 62.19%-64.4pp | 41.46%-43.6pp |
| Employer contribution / active EE | $3,266 | $3,175+2.9% | $2,850+14.6% | $4,869-32.9% |
| Participant deferral / active EE | $1,950 | $3,901-50.0% | $3,517-44.6% | $5,287-63.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |