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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 | $37,793 | $133,981-71.8% | $112,249-66.3% | $134,532-71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.65% | 47.16%-67.8pp | 27.48%-48.1pp | 418.27%-438.9pp |
| Employer contribution / active EE | $5,923 | $4,040+46.6% | $3,636+62.9% | $4,741+24.9% |
| Participant deferral / active EE | $5,582 | $5,292+5.5% | $4,729+18.0% | $6,401-12.8% |
| Admin fee / account holder | $243 | $7,492-96.8% | $6,412-96.2% | $11,429-97.9% |