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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 | $66,923 | $82,288-18.7% | $68,790-2.7% | $134,493-50.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.34% | -2.19%-22.2pp | -6.38%-18.0pp | 418.01%-442.4pp |
| Employer contribution / active EE | $10,228 | $3,301+209.9% | $2,655+285.2% | $4,740+115.8% |
| Participant deferral / active EE | $5,078 | $4,738+7.2% | $3,941+28.8% | $6,400-20.7% |
| Admin fee / account holder | $31 | $6,482-99.5% | $4,934-99.4% | $11,425-99.7% |