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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 | $84,517 | $167,504-49.5% | $151,628-44.3% | $134,509-37.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -22.37% | 7.81%-30.2pp | 3.34%-25.7pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,779 | $6,828-59.3% | $6,165-54.9% | $4,741-41.4% |
| Participant deferral / active EE | $7,319 | $8,985-18.5% | $8,363-12.5% | $6,400+14.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |