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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 | $68,598 | $92,219-25.6% | $76,767-10.6% | $135,380-49.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -9.72% | 5.46%-15.2pp | 2.43%-12.1pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,771 | $3,216+17.2% | $2,485+51.7% | $4,779-21.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |