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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 | $97,581 | $90,448+7.9% | $93,786+4.0% | $134,545-27.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.37% | -15.71%-8.7pp | -11.32%-13.1pp | 418.37%-442.7pp |
| Employer contribution / active EE | $2,320 | $4,349-46.7% | $4,328-46.4% | $4,742-51.1% |
| Participant deferral / active EE | $2,320 | $5,983-61.2% | $6,100-62.0% | $6,401-63.8% |
| Admin fee / account holder | $0 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |