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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 | $136,330 | $181,896-25.1% | $156,551-12.9% | $273,972-50.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.04% | 30.74%-33.8pp | 32.23%-35.3pp | 41.46%-44.5pp |
| Employer contribution / active EE | $2,458 | $6,248-60.7% | $5,501-55.3% | $4,869-49.5% |
| Participant deferral / active EE | $16,800 | $5,550+202.7% | $4,871+244.9% | $5,287+217.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |