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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 | $185,251 | $127,096+45.8% | $105,736+75.2% | $135,380+36.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.84% | 4.49%-15.3pp | 6.27%-17.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $4,153 | $4,107+1.1% | $3,268+27.1% | $4,779-13.1% |
| Participant deferral / active EE | $14,100 | $5,064+178.4% | $4,080+245.6% | $5,609+151.4% |
| Admin fee / account holder | $163 | $9,087-98.2% | $6,913-97.6% | $10,828-98.5% |