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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 | $74,447 | $100,805-26.1% | $86,698-14.1% | $134,532-44.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -28.64% | 29.09%-57.7pp | 35.95%-64.6pp | 418.27%-446.9pp |
| Employer contribution / active EE | $4,238 | $3,490+21.4% | $2,837+49.4% | $4,741-10.6% |
| Participant deferral / active EE | $13,098 | $5,339+145.3% | $4,656+181.3% | $6,401+104.6% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |