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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 | $55,787 | $115,796-51.8% | $101,264-44.9% | $158,950-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.34% | 56.15%-64.5pp | 46.48%-54.8pp | 302.91%-311.2pp |
| Employer contribution / active EE | $7,104 | $4,175+70.2% | $3,660+94.1% | $4,762+49.2% |
| Participant deferral / active EE | $9,139 | $4,958+84.3% | $4,370+109.1% | $5,983+52.8% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |