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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 | $67,884 | $158,852-57.3% | $121,220-44.0% | $135,380-49.9% |
| Participation rate | 93.3% | 79.3%+14.0pp | 71.8%+21.6pp | 82.6%+10.7pp |
| Annual return | -9.63% | -0.64%-9.0pp | 16.94%-26.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $4,656 | $5,666-17.8% | $4,023+15.8% | $4,779-2.6% |
| Participant deferral / active EE | $8,557 | $4,006+113.6% | $3,345+155.8% | $5,609+52.6% |
| Admin fee / account holder | $79 | $6,515-98.8% | $5,021-98.4% | $10,828-99.3% |