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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 | $36,757 | $92,219-60.1% | $76,768-52.1% | $135,379-72.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -8.81% | 5.46%-14.3pp | 2.43%-11.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $3,256 | $3,216+1.2% | $2,485+31.0% | $4,779-31.9% |
| Participant deferral / active EE | $4,660 | $4,508+3.4% | $3,852+21.0% | $5,609-16.9% |
| Admin fee / account holder | $137 | $10,749-98.7% | $6,675-98.0% | $10,828-98.7% |