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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 | $90,732 | $211,946-57.2% | $169,452-46.5% | $135,379-33.0% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -9.96% | 3.26%-13.2pp | 1.83%-11.8pp | 519.79%-529.8pp |
| Employer contribution / active EE | $4,367 | $5,117-14.7% | $4,157+5.1% | $4,779-8.6% |
| Participant deferral / active EE | $10,694 | $6,075+76.0% | $5,277+102.7% | $5,609+90.7% |
| Admin fee / account holder | $145 | $11,472-98.7% | $9,110-98.4% | $10,828-98.7% |