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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 | $129,548 | $95,917+35.1% | $79,583+62.8% | $134,545-3.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.94% | -2.70%-18.2pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,191 | $3,129-30.0% | $2,414-9.2% | $4,742-53.8% |
| Participant deferral / active EE | $5,316 | $4,694+13.3% | $3,986+33.4% | $6,401-17.0% |
| Admin fee / account holder | $44 | $9,132-99.5% | $6,835-99.4% | $11,431-99.6% |