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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 | $83,685 | $99,345-15.8% | $84,753-1.3% | $273,972-69.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.35% | 22.93%-25.3pp | 22.78%-25.1pp | 41.46%-43.8pp |
| Employer contribution / active EE | $3,573 | $4,214-15.2% | $3,5740% | $4,869-26.6% |
| Participant deferral / active EE | $6,309 | $4,270+47.8% | $3,712+70.0% | $5,287+19.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |