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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 | $102,490 | $131,835-22.3% | $108,582-5.6% | $273,972-62.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.42% | -91.57%+88.2pp | -51.70%+48.3pp | 41.46%-44.9pp |
| Employer contribution / active EE | $2,149 | $4,913-56.2% | $3,758-42.8% | $4,869-55.9% |
| Participant deferral / active EE | $7,226 | $5,127+40.9% | $4,311+67.6% | $5,287+36.7% |
| Admin fee / account holder | $197 | $10,253-98.1% | $7,645-97.4% | $10,133-98.1% |