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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 | $115,435 | $97,020+19.0% | $83,327+38.5% | $135,380-14.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.01% | 12.31%-22.3pp | 10.64%-20.6pp | 519.81%-529.8pp |
| Employer contribution / active EE | $28,968 | $4,144+599.1% | $3,379+757.3% | $4,779+506.2% |
| Participant deferral / active EE | $4,004 | $5,964-32.9% | $5,565-28.1% | $5,609-28.6% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |