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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 | $168,365 | $131,835+27.7% | $108,582+55.1% | $273,972-38.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.04% | -91.57%+91.5pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,880 | $4,913-41.4% | $3,758-23.4% | $4,869-40.9% |
| Participant deferral / active EE | $5,703 | $5,127+11.2% | $4,311+32.3% | $5,287+7.9% |
| Admin fee / account holder | $270 | $10,253-97.4% | $7,645-96.5% | $10,133-97.3% |