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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 | $88,670 | $72,404+22.5% | $110,243-19.6% | $64,173+38.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.16% | -6.29%-1.9pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $7,424 | $2,282+225.4% | $3,827+94.0% | $2,381+211.8% |
| Participant deferral / active EE | $4,284 | $3,469+23.5% | $4,672-8.3% | $3,470+23.5% |
| Admin fee / account holder | $154 | $5,664-97.3% | $8,548-98.2% | $4,887-96.8% |