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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 | $109,604 | $95,917+14.3% | $79,583+37.7% | $134,545-18.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -20.98% | -2.70%-18.3pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,507 | $3,129-19.9% | $2,414+3.9% | $4,742-47.1% |
| Participant deferral / active EE | $5,509 | $4,694+17.4% | $3,986+38.2% | $6,401-13.9% |
| Admin fee / account holder | $64 | $9,132-99.3% | $6,835-99.1% | $11,431-99.4% |