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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 | $93,536 | $197,819-52.7% | $155,789-40.0% | $125,389-25.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.63% | 86.73%-90.4pp | 71.54%-75.2pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,037 | $4,850-58.0% | $3,839-46.9% | $4,866-58.1% |
| Participant deferral / active EE | $16,948 | $5,631+201.0% | $4,798+253.2% | $5,352+216.7% |
| Admin fee / account holder | $104 | $9,544-98.9% | $7,477-98.6% | $9,541-98.9% |