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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 | $117,421 | $127,387-7.8% | $115,038+2.1% | $125,389-6.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.20% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $3,000 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | -$6 | $9,516-100.1% | $8,175-100.1% | $9,541-100.1% |