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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 | $81,096 | $95,915-15.5% | $79,580+1.9% | $134,532-39.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.12% | -2.71%-25.4pp | 0.15%-28.3pp | 418.27%-446.4pp |
| Employer contribution / active EE | $2,327 | $3,129-25.6% | $2,413-3.6% | $4,741-50.9% |
| Participant deferral / active EE | $3,138 | $4,693-33.1% | $3,985-21.3% | $6,401-51.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |