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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 | $112,793 | $100,805+11.9% | $86,698+30.1% | $134,532-16.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.12% | 29.09%-55.2pp | 35.95%-62.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $4,679 | $3,490+34.1% | $2,837+64.9% | $4,741-1.3% |
| Participant deferral / active EE | $8,835 | $5,339+65.5% | $4,656+89.7% | $6,401+38.0% |
| Admin fee / account holder | $3 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |