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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 | $170,178 | $153,311+11.0% | $109,313+55.7% | $273,972-37.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.28% | 29.86%-31.1pp | 22.07%-23.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $10,838 | $5,619+92.9% | $3,892+178.5% | $4,869+122.6% |
| Participant deferral / active EE | $10,712 | $3,932+172.4% | $3,166+238.3% | $5,287+102.6% |
| Admin fee / account holder | $72 | $8,076-99.1% | $5,666-98.7% | $10,133-99.3% |