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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 | $168,345 | $86,701+94.2% | $73,309+129.6% | $125,389+34.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -5.66% | 2.78%-8.4pp | 5.67%-11.3pp | 282.24%-287.9pp |
| Employer contribution / active EE | $14,167 | $4,152+241.2% | $3,237+337.6% | $4,866+191.1% |
| Participant deferral / active EE | $11,978 | $5,549+115.9% | $4,991+140.0% | $5,352+123.8% |
| Admin fee / account holder | $195 | $7,768-97.5% | $5,635-96.5% | $9,541-98.0% |