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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 | $95,917-3.5% | $79,583+16.3% | $134,545-31.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -26.60% | -2.70%-23.9pp | 0.16%-26.8pp | 418.37%-445.0pp |
| Employer contribution / active EE | $3,128 | $3,1290% | $2,414+29.6% | $4,742-34.0% |
| Participant deferral / active EE | $6,926 | $4,694+47.6% | $3,986+73.8% | $6,401+8.2% |
| Admin fee / account holder | $266 | $9,132-97.1% | $6,835-96.1% | $11,431-97.7% |