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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 | $83,498 | $181,896-54.1% | $156,551-46.7% | $273,972-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.84% | 30.74%-32.6pp | 32.23%-34.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $15,000 | $6,248+140.1% | $5,501+172.7% | $4,869+208.1% |
| Participant deferral / active EE | $15,000 | $5,550+170.3% | $4,871+207.9% | $5,287+183.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |