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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 | $110,324 | $100,279+10.0% | $81,353+35.6% | $145,884-24.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.80% | 34.49%-35.3pp | 24.82%-25.6pp | 551.85%-552.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |