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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 | $89,485 | $54,541+64.1% | $78,778+13.6% | $70,126+27.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | -6.65% | 21.07%-27.7pp | 35.62%-42.3pp | 73.15%-79.8pp |
| Employer contribution / active EE | $279 | $1,089-74.3% | $1,986-85.9% | $2,343-88.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |