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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 | $185,154 | $127,387+45.3% | $115,038+61.0% | $125,389+47.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.75% | 31.28%-41.0pp | 26.14%-35.9pp | 282.24%-292.0pp |
| Employer contribution / active EE | $2,072 | $5,166-59.9% | $4,608-55.0% | $4,866-57.4% |
| Participant deferral / active EE | $3,950 | $6,423-38.5% | $6,026-34.5% | $5,352-26.2% |
| Admin fee / account holder | $33 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |