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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 | $144,868 | $127,096+14.0% | $105,736+37.0% | $135,380+7.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.54% | 4.49%-14.0pp | 6.27%-15.8pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,859 | $4,107-30.4% | $3,268-12.5% | $4,779-40.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |