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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 | $132,829 | $94,529+40.5% | $140,019-5.1% | $64,173+107.0% |
| Participation rate | 73.8% | 84.1%-10.3pp | 87.5%-13.7pp | 69.6%+4.2pp |
| Annual return | -7.90% | 7.77%-15.7pp | 651.15%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $21,839 | $5,250+316.0% | $6,927+215.3% | $3,470+529.4% |
| Admin fee / account holder | $267 | $6,741-96.0% | $10,705-97.5% | $4,887-94.5% |