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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 | $80,176 | $93,124-13.9% | $77,100+4.0% | $134,545-40.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -30.43% | 62.68%-93.1pp | 42.35%-72.8pp | 418.37%-448.8pp |
| Employer contribution / active EE | $1,422 | $3,421-58.4% | $2,815-49.5% | $4,742-70.0% |
| Participant deferral / active EE | $15,381 | $5,242+193.4% | $4,430+247.2% | $6,401+140.3% |
| Admin fee / account holder | $160 | $6,970-97.7% | $5,443-97.1% | $11,431-98.6% |