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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 | $84,235 | $97,020-13.2% | $83,327+1.1% | $135,380-37.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -33.01% | 12.31%-45.3pp | 10.64%-43.7pp | 519.81%-552.8pp |
| Employer contribution / active EE | $6,037 | $4,144+45.7% | $3,379+78.7% | $4,779+26.3% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |