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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 | $106,908 | $92,219+15.9% | $76,768+39.3% | $135,379-21.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.18% | 5.46%-14.6pp | 2.43%-11.6pp | 519.79%-529.0pp |
| Employer contribution / active EE | $55,000 | $3,216+1610.3% | $2,485+2113.1% | $4,779+1050.9% |
| Participant deferral / active EE | $1,500 | $4,508-66.7% | $3,852-61.1% | $5,609-73.3% |
| Admin fee / account holder | $224 | $10,749-97.9% | $6,675-96.7% | $10,828-97.9% |