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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 | $97,237 | $181,896-46.5% | $156,551-37.9% | $273,972-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.08% | 30.74%-34.8pp | 32.23%-36.3pp | 41.46%-45.5pp |
| Employer contribution / active EE | $29,036 | $6,248+364.7% | $5,501+427.8% | $4,869+496.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |