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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 | $101,470 | $112,729-10.0% | $98,716+2.8% | $137,256-26.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 2.81% | 38.48%-35.7pp | 31.81%-29.0pp | 220.34%-217.5pp |
| Employer contribution / active EE | $13,083 | $2,725+380.1% | $2,279+474.2% | $4,156+214.8% |
| Participant deferral / active EE | $7,833 | $4,640+68.8% | $4,048+93.5% | $6,407+22.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |