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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 | $168,884 | $65,704+157.0% | $94,229+79.2% | $59,633+183.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.77% | 5.22%-9.0pp | 10.68%-14.5pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $2,839 | $2,021+40.5% | $3,587-20.9% | $2,203+28.9% |
| Participant deferral / active EE | $2,278 | $3,143-27.5% | $4,320-47.3% | $3,192-28.6% |
| Admin fee / account holder | $25 | $4,265-99.4% | $6,269-99.6% | $4,297-99.4% |