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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 | $81,500 | $77,976+4.5% | $81,367+0.2% | $125,389-35.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -5.42% | -2.85%-2.6pp | -0.92%-4.5pp | 282.24%-287.7pp |
| Employer contribution / active EE | $11,503 | $4,366+163.5% | $3,930+192.7% | $4,866+136.4% |
| Participant deferral / active EE | $11,469 | $5,646+103.1% | $5,383+113.1% | $5,352+114.3% |
| Admin fee / account holder | $255 | $12,476-98.0% | $8,926-97.1% | $9,541-97.3% |