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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 | $168,239 | $117,829+42.8% | $102,423+64.3% | $145,877+15.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -10.50% | 31.83%-42.3pp | 29.42%-39.9pp | 551.28%-561.8pp |
| Employer contribution / active EE | $2,705 | $3,615-25.2% | $3,023-10.5% | $4,663-42.0% |
| Participant deferral / active EE | $3,374 | $5,732-41.1% | $5,054-33.2% | $6,691-49.6% |
| Admin fee / account holder | $165 | $13,335-98.8% | $9,455-98.3% | $13,402-98.8% |