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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 | $106,371 | $167,533-36.5% | $151,645-29.9% | $134,545-20.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.35% | 7.81%-30.2pp | 3.34%-25.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $3,980 | $6,828-41.7% | $6,165-35.5% | $4,742-16.1% |
| Participant deferral / active EE | $13,363 | $8,985+48.7% | $8,363+59.8% | $6,401+108.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |