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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 | $96,503 | $95,188+1.4% | $76,518+26.1% | $135,380-28.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.27% | 4.85%-16.1pp | -0.27%-11.0pp | 519.81%-531.1pp |
| Employer contribution / active EE | $14,137 | $3,303+328.0% | $2,647+434.0% | $4,779+195.8% |
| Participant deferral / active EE | $13,159 | $4,640+183.6% | $3,836+243.1% | $5,609+134.6% |
| Admin fee / account holder | $260 | $6,249-95.8% | $4,849-94.6% | $10,828-97.6% |