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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 | $122,967 | $127,100-3.3% | $105,738+16.3% | $135,382-9.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.87% | 4.49%-13.4pp | 6.27%-15.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $3,986 | $4,107-2.9% | $3,268+22.0% | $4,779-16.6% |
| Participant deferral / active EE | $5,444 | $5,064+7.5% | $4,080+33.4% | $5,609-2.9% |
| Admin fee / account holder | $250 | $9,087-97.2% | $6,913-96.4% | $10,829-97.7% |