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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 | $63,952 | $100,811-36.6% | $86,698-26.2% | $134,545-52.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.41% | 29.11%-53.5pp | 35.96%-60.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $2,188 | $3,490-37.3% | $2,837-22.9% | $4,742-53.9% |
| Participant deferral / active EE | $6,056 | $5,339+13.4% | $4,656+30.0% | $6,401-5.4% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |