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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 | $87,490 | $84,518+3.5% | $67,704+29.2% | $125,388-30.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.32% | 2.57%-7.9pp | 25.41%-30.7pp | 282.24%-287.6pp |
| Employer contribution / active EE | $4,252 | $3,292+29.2% | $2,559+66.1% | $4,866-12.6% |
| Participant deferral / active EE | $17,015 | $4,430+284.1% | $3,585+374.6% | $5,352+217.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |