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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 | $59,442 | $92,219-35.5% | $76,767-22.6% | $135,380-56.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.56% | 5.46%-17.0pp | 2.43%-14.0pp | 519.81%-531.4pp |
| Employer contribution / active EE | $3,442 | $3,216+7.0% | $2,485+38.5% | $4,779-28.0% |
| Participant deferral / active EE | $6,437 | $4,508+42.8% | $3,852+67.1% | $5,609+14.8% |
| Admin fee / account holder | $272 | $10,749-97.5% | $6,675-95.9% | $10,828-97.5% |