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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 | $109,161 | $107,368+1.7% | $92,915+17.5% | $152,909-28.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -0.17% | 145.64%-145.8pp | 109.45%-109.6pp | 345.46%-345.6pp |
| Employer contribution / active EE | $1,754 | $4,222-58.5% | $3,653-52.0% | $4,764-63.2% |
| Participant deferral / active EE | $2,381 | $4,848-50.9% | $4,238-43.8% | $5,851-59.3% |
| Admin fee / account holder | $166 | $7,082-97.7% | $5,796-97.1% | $11,601-98.6% |