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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 | $78,738 | $131,835-40.3% | $108,582-27.5% | $273,972-71.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | -0.13% | -91.57%+91.4pp | -51.70%+51.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,357 | $4,913-52.0% | $3,758-37.3% | $4,869-51.6% |
| Participant deferral / active EE | $9,593 | $5,127+87.1% | $4,311+122.5% | $5,287+81.4% |
| Admin fee / account holder | $8 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |