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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 | $104,251 | $87,546+19.1% | $75,784+37.6% | $125,389-16.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -4.59% | 13.49%-18.1pp | 9.68%-14.3pp | 282.24%-286.8pp |
| Employer contribution / active EE | $8,753 | $3,930+122.7% | $3,323+163.4% | $4,866+79.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $78 | $6,503-98.8% | $5,300-98.5% | $9,541-99.2% |