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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 | $94,819 | $94,529+0.3% | $140,019-32.3% | $64,173+47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.66% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,544 | $3,812+19.2% | $5,605-18.9% | $2,381+90.9% |
| Participant deferral / active EE | $10,986 | $5,250+109.3% | $6,927+58.6% | $3,470+216.6% |
| Admin fee / account holder | $30 | $6,741-99.6% | $10,705-99.7% | $4,887-99.4% |