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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 | $110,382 | $158,852-30.5% | $121,220-8.9% | $135,380-18.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.62% | -0.64%-10.0pp | 16.94%-27.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $4,606 | $5,666-18.7% | $4,023+14.5% | $4,779-3.6% |
| Participant deferral / active EE | $6,987 | $4,006+74.4% | $3,345+108.9% | $5,609+24.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |