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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 | $91,632 | $91,536+0.1% | $130,062-29.5% | $75,177+21.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.60% | -631.62%+638.2pp | -137.37%+144.0pp | 160.75%-154.1pp |
| Employer contribution / active EE | $2,371 | $2,845-16.7% | $4,322-45.1% | $2,671-11.2% |
| Participant deferral / active EE | $5,788 | $4,343+33.3% | $5,821-0.6% | $4,126+40.3% |
| Admin fee / account holder | $273 | $6,780-96.0% | $10,601-97.4% | $5,651-95.2% |