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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 | $133,404 | $215,361-38.1% | $171,082-22.0% | $273,972-51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.63% | 25.14%-27.8pp | 32.56%-35.2pp | 41.46%-44.1pp |
| Employer contribution / active EE | $4,128 | $4,967-16.9% | $4,002+3.1% | $4,869-15.2% |
| Participant deferral / active EE | $5,993 | $5,543+8.1% | $4,797+24.9% | $5,287+13.3% |
| Admin fee / account holder | $48 | $10,846-99.6% | $8,520-99.4% | $10,133-99.5% |