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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 | $102,437 | $92,219+11.1% | $76,768+33.4% | $135,379-24.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.85% | 5.46%-14.3pp | 2.43%-11.3pp | 519.79%-528.6pp |
| Employer contribution / active EE | $9,300 | $3,216+189.2% | $2,485+274.2% | $4,779+94.6% |
| Participant deferral / active EE | $7,364 | $4,508+63.3% | $3,852+91.2% | $5,609+31.3% |
| Admin fee / account holder | $141 | $10,749-98.7% | $6,675-97.9% | $10,828-98.7% |