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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 | $112,118 | $94,439+18.7% | $73,658+52.2% | $154,746-27.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -7.58% | 28.25%-35.8pp | 29.72%-37.3pp | 172.34%-179.9pp |
| Employer contribution / active EE | $1,400 | $1,257+11.4% | $1,032+35.6% | $4,379-68.0% |
| Participant deferral / active EE | $2,100 | $2,527-16.9% | $2,062+1.8% | $6,730-68.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |