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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 | $96,119 | $103,164-6.8% | $90,259+6.5% | $154,746-37.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | -0.51% | 19.25%-19.8pp | 18.88%-19.4pp | 172.34%-172.8pp |
| Employer contribution / active EE | $930 | $2,532-63.3% | $2,291-59.4% | $4,379-78.8% |
| Participant deferral / active EE | $1,015 | $4,422-77.0% | $3,827-73.5% | $6,730-84.9% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |