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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 | $112,877 | $105,866+6.6% | $90,766+24.4% | $134,545-16.1% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -25.81% | -10.99%-14.8pp | -12.16%-13.7pp | 418.37%-444.2pp |
| Employer contribution / active EE | $2,743 | $3,464-20.8% | $2,922-6.1% | $4,742-42.2% |
| Participant deferral / active EE | $6,871 | $5,217+31.7% | $4,565+50.5% | $6,401+7.3% |
| Admin fee / account holder | $28 | $13,938-99.8% | $8,446-99.7% | $11,431-99.8% |