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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 | $99,560 | $92,219+8.0% | $76,766+29.7% | $135,382-26.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.07% | 5.46%-14.5pp | 2.43%-11.5pp | 519.77%-528.8pp |
| Employer contribution / active EE | $3,356 | $3,216+4.4% | $2,485+35.1% | $4,779-29.8% |
| Participant deferral / active EE | $14,947 | $4,508+231.5% | $3,851+288.1% | $5,609+166.5% |
| Admin fee / account holder | $39 | $10,749-99.6% | $6,675-99.4% | $10,829-99.6% |