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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 | $116,634 | $105,861+10.2% | $90,756+28.5% | $134,509-13.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.07% | -10.99%-10.1pp | -12.16%-8.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $827 | $3,463-76.1% | $2,922-71.7% | $4,741-82.5% |
| Participant deferral / active EE | $4,018 | $5,217-23.0% | $4,565-12.0% | $6,400-37.2% |
| Admin fee / account holder | $214 | $13,938-98.5% | $8,445-97.5% | $11,427-98.1% |