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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 | $102,289 | $102,632-0.3% | $81,988+24.8% | $158,950-35.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -9.71% | 61.05%-70.8pp | 41.31%-51.0pp | 302.91%-312.6pp |
| Employer contribution / active EE | $1,293 | $3,241-60.1% | $2,498-48.2% | $4,762-72.8% |
| Participant deferral / active EE | $4,485 | $4,649-3.5% | $3,722+20.5% | $5,983-25.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |