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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 | $92,636 | $107,809-14.1% | $90,657+2.2% | $135,379-31.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -10.16% | -0.90%-9.3pp | 1.89%-12.0pp | 519.79%-529.9pp |
| Employer contribution / active EE | $4,171 | $3,018+38.2% | $2,532+64.7% | $4,779-12.7% |
| Participant deferral / active EE | $6,174 | $3,872+59.5% | $3,424+80.3% | $5,609+10.1% |
| Admin fee / account holder | $243 | $5,931-95.9% | $4,994-95.1% | $10,828-97.8% |