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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 | $108,741 | $140,592-22.7% | $123,105-11.7% | $125,389-13.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.26% | 16.80%-21.1pp | 13.22%-17.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $5,642 | $6,041-6.6% | $5,151+9.5% | $4,866+15.9% |
| Participant deferral / active EE | $4,157 | $6,980-40.5% | $6,229-33.3% | $5,352-22.3% |
| Admin fee / account holder | $160 | $11,198-98.6% | $9,014-98.2% | $9,541-98.3% |