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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 | $60,412 | $106,974-43.5% | $90,796-33.5% | $138,895-56.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.5%+18.0pp | 79.9%+7.6pp |
| Annual return | -6.59% | 20.10%-26.7pp | 19.29%-25.9pp | 145.39%-152.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |