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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 | $100,568 | $127,096-20.9% | $105,736-4.9% | $135,380-25.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.76% | 4.49%-13.3pp | 6.27%-15.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $4,810 | $4,107+17.1% | $3,268+47.2% | $4,779+0.6% |
| Participant deferral / active EE | $6,125 | $5,064+20.9% | $4,080+50.1% | $5,609+9.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |