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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 | $114,425 | $73,848+54.9% | $143,799-20.4% | $68,486+67.1% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -30.18% | 0.91%-31.1pp | -0.04%-30.1pp | -7.85%-22.3pp |
| Employer contribution / active EE | $2,637 | $3,184-17.2% | $4,952-46.8% | $2,597+1.5% |
| Participant deferral / active EE | $5,913 | $3,385+74.7% | $5,638+4.9% | $4,028+46.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |