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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 | $106,290 | $105,861+0.4% | $90,756+17.1% | $134,509-21.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.25% | -10.99%-13.3pp | -12.16%-12.1pp | 418.13%-442.4pp |
| Employer contribution / active EE | $3,407 | $3,463-1.6% | $2,922+16.6% | $4,741-28.1% |
| Participant deferral / active EE | $6,000 | $5,217+15.0% | $4,565+31.4% | $6,400-6.3% |
| Admin fee / account holder | $36 | $13,938-99.7% | $8,445-99.6% | $11,427-99.7% |