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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 | $78,144 | $167,533-53.4% | $151,645-48.5% | $134,545-41.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.36% | 7.81%-39.2pp | 3.34%-34.7pp | 418.37%-449.7pp |
| Employer contribution / active EE | $3,097 | $6,828-54.6% | $6,165-49.8% | $4,742-34.7% |
| Participant deferral / active EE | $12,955 | $8,985+44.2% | $8,363+54.9% | $6,401+102.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |