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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 | $51,548 | $65,367-21.1% | $92,915-44.5% | $72,976-29.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -21.01% | 42.11%-63.1pp | 109.45%-130.5pp | 81.02%-102.0pp |
| Employer contribution / active EE | $4,993 | $2,594+92.5% | $3,653+36.7% | $2,440+104.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $289 | $4,251-93.2% | $5,796-95.0% | $5,124-94.4% |