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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 | $56,220 | $92,219-39.0% | $76,766-26.8% | $135,382-58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.68% | 5.46%-17.1pp | 2.43%-14.1pp | 519.77%-531.4pp |
| Employer contribution / active EE | $6,572 | $3,216+104.4% | $2,485+164.5% | $4,779+37.5% |
| Participant deferral / active EE | $3,815 | $4,508-15.4% | $3,851-0.9% | $5,609-32.0% |
| Admin fee / account holder | $276 | $10,749-97.4% | $6,675-95.9% | $10,829-97.5% |