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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 | $60,486 | $81,870-26.1% | $119,634-49.4% | $68,490-11.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.73% | -23.82%+1.1pp | -14.98%-7.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $5,672 | $2,692+110.7% | $4,232+34.0% | $2,597+118.4% |
| Participant deferral / active EE | $4,723 | $4,148+13.9% | $5,601-15.7% | $4,028+17.3% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |