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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 | $116,871 | $87,546+33.5% | $75,784+54.2% | $125,389-6.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.38% | 13.49%-20.9pp | 9.68%-17.1pp | 282.24%-289.6pp |
| Employer contribution / active EE | $3,093 | $3,930-21.3% | $3,323-6.9% | $4,866-36.4% |
| Participant deferral / active EE | $6,581 | $4,230+55.6% | $3,652+80.2% | $5,352+23.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |