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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 | $89,894 | $92,219-2.5% | $76,768+17.1% | $135,379-33.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.11% | 5.46%-14.6pp | 2.43%-11.5pp | 519.79%-528.9pp |
| Employer contribution / active EE | $5,618 | $3,216+74.7% | $2,485+126.0% | $4,779+17.5% |
| Participant deferral / active EE | $2,816 | $4,508-37.5% | $3,852-26.9% | $5,609-49.8% |
| Admin fee / account holder | $43 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |