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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 | $105,599 | $167,533-37.0% | $151,645-30.4% | $134,545-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.23% | 7.81%-30.0pp | 3.34%-25.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $11,756 | $6,828+72.2% | $6,165+90.7% | $4,742+147.9% |
| Participant deferral / active EE | $7,507 | $8,985-16.5% | $8,363-10.2% | $6,401+17.3% |
| Admin fee / account holder | $226 | $13,781-98.4% | $11,614-98.1% | $11,431-98.0% |