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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 | $110,673 | $65,704+68.4% | $94,229+17.5% | $59,633+85.6% |
| Participation rate | 81.8% | 72.1%+9.7pp | 78.8%+3.0pp | 68.7%+13.1pp |
| Annual return | -2.67% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,197 | $3,143+160.8% | $4,320+89.7% | $3,192+156.8% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |