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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 | $121,982 | $107,809+13.1% | $90,657+34.6% | $135,380-9.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.31% | -0.90%-9.4pp | 1.89%-12.2pp | 519.81%-530.1pp |
| Employer contribution / active EE | $5,176 | $3,018+71.5% | $2,532+104.4% | $4,779+8.3% |
| Participant deferral / active EE | $9,600 | $3,872+147.9% | $3,424+180.3% | $5,609+71.2% |
| Admin fee / account holder | $167 | $5,931-97.2% | $4,994-96.7% | $10,828-98.5% |