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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 | $145,311 | $99,345+46.3% | $84,753+71.5% | $273,972-47.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.30% | 22.93%-25.2pp | 22.78%-25.1pp | 41.46%-43.8pp |
| Employer contribution / active EE | $2,904 | $4,214-31.1% | $3,574-18.8% | $4,869-40.4% |
| Participant deferral / active EE | $2,980 | $4,270-30.2% | $3,712-19.7% | $5,287-43.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |