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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 | $86,384 | $97,020-11.0% | $83,327+3.7% | $135,380-36.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.73% | 12.31%-25.0pp | 10.64%-23.4pp | 519.81%-532.5pp |
| Employer contribution / active EE | $14,476 | $4,144+249.4% | $3,379+328.4% | $4,779+202.9% |
| Participant deferral / active EE | $14,985 | $5,964+151.2% | $5,565+169.2% | $5,609+167.2% |
| Admin fee / account holder | $228 | $8,426-97.3% | $7,540-97.0% | $10,828-97.9% |