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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 | $86,825 | $102,638-15.4% | $81,982+5.9% | $158,982-45.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -4.77% | 61.05%-65.8pp | 41.31%-46.1pp | 302.99%-307.8pp |
| Employer contribution / active EE | $6,000 | $3,241+85.1% | $2,498+140.2% | $4,763+26.0% |
| Participant deferral / active EE | $13,232 | $4,649+184.6% | $3,722+255.5% | $5,983+121.1% |
| Admin fee / account holder | $60 | $8,237-99.3% | $5,665-98.9% | $11,252-99.5% |