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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 | $107,400 | $167,504-35.9% | $151,628-29.2% | $134,509-20.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.82% | 7.81%-48.6pp | 3.34%-44.2pp | 418.13%-459.0pp |
| Employer contribution / active EE | $4,400 | $6,828-35.6% | $6,165-28.6% | $4,741-7.2% |
| Participant deferral / active EE | $7,915 | $8,985-11.9% | $8,363-5.4% | $6,400+23.7% |
| Admin fee / account holder | $3 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |