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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 | $90,878 | $131,829-31.1% | $108,579-16.3% | $273,968-66.8% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 0.70% | -91.57%+92.3pp | -51.70%+52.4pp | 41.45%-40.8pp |
| Employer contribution / active EE | $4,412 | $4,912-10.2% | $3,758+17.4% | $4,869-9.4% |
| Participant deferral / active EE | $1,813 | $5,127-64.6% | $4,311-57.9% | $5,287-65.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |