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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 | $84,013 | $71,208+18.0% | $93,681-10.3% | $80,911+3.8% |
| Participation rate | 98.2% | 60.4%+37.9pp | 68.7%+29.5pp | 67.6%+30.6pp |
| Annual return | -9.81% | 11.27%-21.1pp | 133.47%-143.3pp | 35.63%-45.4pp |
| Employer contribution / active EE | $858 | $1,564-45.2% | $2,422-64.6% | $2,756-68.9% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $299 | $6,951-95.7% | $8,290-96.4% | $6,935-95.7% |