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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 | $71,230+17.9% | $93,727-10.4% | $80,959+3.8% |
| Participation rate | 98.2% | 60.4%+37.9pp | 68.7%+29.5pp | 67.7%+30.6pp |
| Annual return | -9.81% | 11.26%-21.1pp | 133.83%-143.6pp | 35.67%-45.5pp |
| Employer contribution / active EE | $858 | $1,565-45.2% | $2,421-64.6% | $2,757-68.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $299 | $6,961-95.7% | $8,292-96.4% | $6,925-95.7% |