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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 | $84,141 | $110,083-23.6% | $151,639-44.5% | $68,486+22.9% |
| Participation rate | 80.9% | 84.0%-3.1pp | 87.5%-6.6pp | 67.9%+13.0pp |
| Annual return | -19.74% | -10.12%-9.6pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $7,658 | $4,470+71.3% | $6,165+24.2% | $2,597+194.9% |
| Participant deferral / active EE | $13,243 | $6,526+102.9% | $8,363+58.3% | $4,028+228.8% |
| Admin fee / account holder | $105 | $7,718-98.6% | $11,613-99.1% | $5,404-98.0% |