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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 | $109,744 | $181,896-39.7% | $156,551-29.9% | $273,972-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.29% | 30.74%-33.0pp | 32.23%-34.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $12,177 | $6,248+94.9% | $5,501+121.4% | $4,869+150.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107 | $15,560-99.3% | $13,028-99.2% | $10,133-98.9% |