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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 | $191,840 | $124,330+54.3% | $109,173+75.7% | $167,536+14.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -0.61% | 26.04%-26.7pp | 25.75%-26.4pp | 478.82%-479.4pp |
| Employer contribution / active EE | $38,244 | $4,209+808.6% | $3,723+927.3% | $4,839+690.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |