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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 | $90,635 | $142,409-36.4% | $119,634-24.2% | $134,545-32.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -21.15% | -12.46%-8.7pp | -14.98%-6.2pp | 418.37%-439.5pp |
| Employer contribution / active EE | $5,168 | $5,224-1.1% | $4,232+22.1% | $4,742+9.0% |
| Participant deferral / active EE | $8,397 | $6,468+29.8% | $5,601+49.9% | $6,401+31.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |