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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 | $43,632 | $110,083-60.4% | $151,639-71.2% | $68,486-36.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -24.35% | -10.12%-14.2pp | 3.34%-27.7pp | -7.85%-16.5pp |
| Employer contribution / active EE | $12,080 | $4,470+170.2% | $6,165+95.9% | $2,597+365.2% |
| Participant deferral / active EE | $9,375 | $6,526+43.6% | $8,363+12.1% | $4,028+132.8% |
| Admin fee / account holder | $82 | $7,718-98.9% | $11,613-99.3% | $5,404-98.5% |