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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 | $177,137 | $177,595-0.3% | $148,496+19.3% | $198,609-10.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -12.96% | 9.97%-22.9pp | 12.33%-25.3pp | 202.70%-215.7pp |
| Employer contribution / active EE | $2,080 | $4,098-49.2% | $3,497-40.5% | $5,055-58.9% |
| Participant deferral / active EE | $2,356 | $5,539-57.5% | $4,808-51.0% | $6,977-66.2% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |