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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 | $161,201 | $88,707+81.7% | $74,184+117.3% | $273,972-41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.80% | 11.94%-13.7pp | 17.74%-19.5pp | 41.46%-43.3pp |
| Employer contribution / active EE | $3,101 | $3,159-1.9% | $2,370+30.8% | $4,869-36.3% |
| Participant deferral / active EE | $8,900 | $4,212+111.3% | $3,550+150.7% | $5,287+68.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |