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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 | $109,945 | $132,310-16.9% | $105,754+4.0% | $273,972-59.9% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | -4.77% | 10.08%-14.9pp | 12.25%-17.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $4,976 | $4,867+2.3% | $4,079+22.0% | $4,869+2.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $12,036-99.8% | $8,309-99.7% | $10,133-99.8% |