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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 | $84,226 | $95,188-11.5% | $76,518+10.1% | $135,380-37.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -16.67% | 4.85%-21.5pp | -0.27%-16.4pp | 519.81%-536.5pp |
| Employer contribution / active EE | $2,111 | $3,303-36.1% | $2,647-20.3% | $4,779-55.8% |
| Participant deferral / active EE | $4,659 | $4,640+0.4% | $3,836+21.5% | $5,609-16.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |