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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 | $159,242 | $85,790+85.6% | $67,313+136.6% | $135,382+17.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.40% | -0.54%-9.9pp | -4.08%-6.3pp | 519.77%-530.2pp |
| Employer contribution / active EE | $8,538 | $3,487+144.8% | $2,566+232.8% | $4,779+78.7% |
| Participant deferral / active EE | $15,884 | $4,651+241.5% | $3,568+345.1% | $5,609+183.2% |
| Admin fee / account holder | $223 | $6,392-96.5% | $4,507-95.0% | $10,829-97.9% |