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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 | $94,047 | $167,533-43.9% | $151,645-38.0% | $134,545-30.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -25.87% | 7.81%-33.7pp | 3.34%-29.2pp | 418.37%-444.2pp |
| Employer contribution / active EE | $4,004 | $6,828-41.4% | $6,165-35.1% | $4,742-15.6% |
| Participant deferral / active EE | $8,555 | $8,985-4.8% | $8,363+2.3% | $6,401+33.6% |
| Admin fee / account holder | $18 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |