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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 | $115,512 | $167,522-31.0% | $151,639-23.8% | $134,532-14.1% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -28.17% | 7.81%-36.0pp | 3.34%-31.5pp | 418.27%-446.4pp |
| Employer contribution / active EE | $4,820 | $6,828-29.4% | $6,165-21.8% | $4,741+1.7% |
| Participant deferral / active EE | $16,879 | $8,986+87.8% | $8,363+101.8% | $6,401+163.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |