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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 | $101,508 | $92,219+10.1% | $76,767+32.2% | $135,380-25.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.61% | 5.46%-16.1pp | 2.43%-13.0pp | 519.81%-530.4pp |
| Employer contribution / active EE | $20,836 | $3,216+547.9% | $2,485+738.4% | $4,779+336.0% |
| Participant deferral / active EE | $9,833 | $4,508+118.1% | $3,852+155.3% | $5,609+75.3% |
| Admin fee / account holder | $3 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |