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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 | $100,565 | $215,361-53.3% | $171,082-41.2% | $273,972-63.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.23% | 25.14%-26.4pp | 32.56%-33.8pp | 41.46%-42.7pp |
| Employer contribution / active EE | $9,178 | $4,967+84.8% | $4,002+129.3% | $4,869+88.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |