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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 | $92,525 | $95,895-3.5% | $79,576+16.3% | $134,509-31.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -26.60% | -2.72%-23.9pp | 0.15%-26.7pp | 418.13%-444.7pp |
| Employer contribution / active EE | $3,128 | $3,1280% | $2,413+29.6% | $4,741-34.0% |
| Participant deferral / active EE | $6,926 | $4,693+47.6% | $3,985+73.8% | $6,400+8.2% |
| Admin fee / account holder | $266 | $9,129-97.1% | $6,834-96.1% | $11,427-97.7% |