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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 | $193,821 | $86,701+123.6% | $73,309+164.4% | $125,389+54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.61% | 2.78%-6.4pp | 5.67%-9.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $38,496 | $4,152+827.1% | $3,237+1089.2% | $4,866+691.1% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |