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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 | $36,064 | $181,898-80.2% | $156,552-77.0% | $273,970-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -15.74% | 30.74%-46.5pp | 32.23%-48.0pp | 41.46%-57.2pp |
| Employer contribution / active EE | $10,099 | $6,248+61.6% | $5,501+83.6% | $4,869+107.4% |
| Participant deferral / active EE | $11,174 | $5,550+101.3% | $4,871+129.4% | $5,287+111.3% |
| Admin fee / account holder | $286 | $15,560-98.2% | $13,028-97.8% | $10,132-97.2% |