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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 | $104,027 | $69,541+49.6% | $59,899+73.7% | $135,380-23.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.04% | 7.95%-19.0pp | 3.46%-14.5pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,267 | $4,206+144.1% | $3,402+201.7% | $5,609+83.0% |
| Admin fee / account holder | $261 | $5,737-95.5% | $3,592-92.7% | $10,828-97.6% |