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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 | $205,316 | $99,345+106.7% | $84,753+142.3% | $273,972-25.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.02% | 22.93%-23.9pp | 22.78%-23.8pp | 41.46%-42.5pp |
| Employer contribution / active EE | $22,168 | $4,214+426.0% | $3,574+520.2% | $4,869+355.3% |
| Participant deferral / active EE | $7,906 | $4,270+85.2% | $3,712+113.0% | $5,287+49.5% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |